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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,864 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $2,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,065 | $88,890+145.3% | $102,423+112.9% | $77,643+180.9% |
| Participation rate | 99.1% | 80.9%+18.1pp | 76.5%+22.6pp | 70.6%+28.5pp |
| Annual return | 15.97% | 24.98%-9.0pp | 29.32%-13.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $8,139 | $2,698+201.7% | $3,023+169.2% | $2,726+198.6% |
| Participant deferral / active EE | $15,558 | $5,145+202.4% | $5,053+207.9% | $4,647+234.8% |
| Admin fee / account holder | $26 | $235-89.0% | $9,451-99.7% | $430-94.0% |