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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,853 |
GRANT THORNTON LLP1+ years Service code 16 · EIN 36-6055558 | Consulting | $28,802 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,760 | $55,182+73.5% | $73,307+30.6% | $55,191+73.5% |
| Participation rate | 94.9% | 73.9%+21.0pp | 74.9%+20.0pp | 69.2%+25.8pp |
| Annual return | 6.96% | 8.55%-1.6pp | 5.67%+1.3pp | 10.78%-3.8pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,539 | $4,641+40.9% | $4,991+31.0% | $3,046+114.7% |
| Admin fee / account holder | $54 | $68-21.7% | $5,637-99.0% | $91-40.9% |