Filed April 16, 2001
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 | $112,522 |
UBS FINANCIAL SERVICES INC4 years Service code 16 · EIN 13-2638166 | Consulting | $57,500 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $29,400 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,440 |
SHIPMAN & GOODWIN LLP1 year Service code 29 · EIN 06-0640174 | Legal | $9,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,248 | $89,808+48.4% | $100,383+32.7% | $77,671+71.6% |
| Participation rate | 98.1% | 81.2%+16.9pp | 81.5%+16.6pp | 70.6%+27.5pp |
| Annual return | 14.30% | 20.62%-6.3pp | 49.26%-35.0pp | 31.21%-16.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $10,251 | $8,284+23.7% | $8,086+26.8% | $4,648+120.5% |
| Admin fee / account holder | $234 | $174+34.2% | $7,900-97.0% | $430-45.6% |