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 |
|---|---|---|
GRANT THORNTON LLP2+ years Service code 16 · EIN 36-6055558 | Consulting | $36,920 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,323 |
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 | $96,725 | $56,640+70.8% | $80,975+19.5% | $57,658+67.8% |
| Participation rate | 96.0% | 75.9%+20.2pp | 75.8%+20.2pp | 70.2%+25.8pp |
| Annual return | 8.50% | 19.97%-11.5pp | 17.10%-8.6pp | 5.13%+3.4pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $7,050 | $4,944+42.6% | $5,696+23.8% | $3,061+130.4% |
| Admin fee / account holder | $63 | $87-28.0% | $5,516-98.9% | $95-33.7% |