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.1 year Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $719,985 |
THE VANGUARD GROUP, INC.7+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $326,382 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,559 | $107,339+169.8% | $85,682+237.9% | $101,517+185.2% |
| Participation rate | 98.3% | 73.0%+25.4pp | 69.9%+28.5pp | 74.6%+23.8pp |
| Annual return | 15.65% | 20.15%-4.5pp | 21.49%-5.8pp | 21.00%-5.3pp |
| Employer contribution / active EE | $3,646 | $3,291+10.8% | $2,618+39.2% | $2,973+22.6% |
| Participant deferral / active EE | $9,021 | $4,375+106.2% | $3,923+130.0% | $4,873+85.1% |
| Admin fee / account holder | $120 | $106+12.7% | $6,873-98.3% | $139-14.1% |