Filed July 5, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,835 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,975 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,974 | $100,227+46.6% | $169,993-13.5% | $74,419+97.5% |
| Participation rate | 97.0% | 87.3%+9.7pp | 87.0%+10.0pp | 70.7%+26.3pp |
| Annual return | 17.54% | 66.08%-48.5pp | 53.37%-35.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $3,534 | $4,263-17.1% | $6,785-47.9% | $2,637+34.0% |
| Participant deferral / active EE | $6,284 | $7,143-12.0% | $10,408-39.6% | $4,528+38.8% |
| Admin fee / account holder | $33 | $234-86.1% | $12,815-99.7% | $348-90.6% |