Filed December 5, 2000 (most recent of 8 filings on file)
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.2+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $855,046 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,739 | $56,606+219.3% | $67,834+166.4% | $65,292+176.8% |
| Participation rate | 96.2% | 62.4%+33.7pp | 68.8%+27.4pp | 72.4%+23.7pp |
| Annual return | 12.09% | 16.19%-4.1pp | 138.47%-126.4pp | 11.84%+0.2pp |
| Employer contribution / active EE | $2,368 | $1,797+31.8% | $2,403-1.5% | $2,302+2.9% |
| Participant deferral / active EE | $7,568 | $2,804+169.9% | $3,160+139.5% | $3,579+111.5% |
| Admin fee / account holder | $87 | $57+53.0% | $4,622-98.1% | $57+51.0% |