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.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $968,330 |
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 | $191,130 | $57,605+231.8% | $67,313+183.9% | $68,904+177.4% |
| Participation rate | 98.8% | 67.4%+31.4pp | 69.1%+29.7pp | 74.1%+24.7pp |
| Annual return | -2.17% | -3.81%+1.6pp | -4.08%+1.9pp | 1.07%-3.2pp |
| Employer contribution / active EE | $2,739 | $2,219+23.4% | $2,566+6.8% | $2,540+7.8% |
| Participant deferral / active EE | $8,234 | $3,063+168.8% | $3,568+130.8% | $4,015+105.1% |
| Admin fee / account holder | $102 | $77+32.1% | $4,507-97.7% | $71+43.5% |