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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $23,050 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,500 |
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 | $166,329 | $129,021+28.9% | $184,203-9.7% | $77,643+114.2% |
| Participation rate | 97.6% | 87.3%+10.3pp | 86.8%+10.8pp | 70.6%+27.1pp |
| Annual return | 14.09% | 33.27%-19.2pp | 28.81%-14.7pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,612 | $4,413-18.1% | $6,427-43.8% | $2,726+32.5% |
| Participant deferral / active EE | $6,335 | $7,297-13.2% | $9,131-30.6% | $4,647+36.3% |
| Admin fee / account holder | $38 | $254-84.9% | $13,901-99.7% | $430-91.1% |