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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,496 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $40,181 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 16 · EIN 13-2638166 | Consulting | $16,444 |
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 | $112,625 | $65,592+71.7% | $90,160+24.9% | $69,631+61.7% |
| Participation rate | 93.4% | 77.6%+15.8pp | 76.9%+16.6pp | 70.7%+22.7pp |
| Annual return | 17.99% | 57.10%-39.1pp | 34.88%-16.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,620 | $5,257+25.9% | $5,288+25.2% | $3,224+105.4% |
| Admin fee / account holder | $92 | $86+7.5% | $5,943-98.5% | $110-16.6% |