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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,932 | $99,078+104.8% | $96,544+110.2% | $74,419+172.7% |
| Participation rate | 98.3% | 80.7%+17.6pp | 76.0%+22.3pp | 70.7%+27.5pp |
| Annual return | 19.57% | 22.48%-2.9pp | 25.84%-6.3pp | 34.38%-14.8pp |
| Employer contribution / active EE | $7,149 | $2,570+178.2% | $2,965+141.1% | $2,637+171.1% |
| Participant deferral / active EE | $13,706 | $4,933+177.8% | $4,851+182.6% | $4,528+202.7% |
| Admin fee / account holder | $24 | $225-89.5% | $8,252-99.7% | $348-93.2% |