Filed October 1, 2002
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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,308 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,033 | $79,519+175.4% | $95,952+128.3% | $73,409+198.4% |
| Participation rate | 90.1% | 81.2%+8.9pp | 77.1%+13.0pp | 72.2%+17.9pp |
| Annual return | 16.78% | 19.20%-2.4pp | 91.61%-74.8pp | 59.29%-42.5pp |
| Employer contribution / active EE | $6,484 | $2,048+216.6% | $2,541+155.2% | $2,234+190.3% |
| Participant deferral / active EE | $13,110 | $4,138+216.8% | $4,167+214.6% | $3,805+244.5% |
| Admin fee / account holder | $25 | $184-86.4% | $6,795-99.6% | $158-84.1% |