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: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $656,167 |
THE VANGUARD GROUP, INC.8+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $281,836 |
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 | $227,919 | $84,572+169.5% | $68,791+231.3% | $78,044+192.0% |
| Participation rate | 98.4% | 73.3%+25.1pp | 69.0%+29.4pp | 74.4%+23.9pp |
| Annual return | -16.05% | -13.88%-2.2pp | -6.38%-9.7pp | 10.87%-26.9pp |
| Employer contribution / active EE | $4,088 | $3,358+21.7% | $2,655+54.0% | $3,125+30.8% |
| Participant deferral / active EE | $8,944 | $4,666+91.7% | $3,941+127.0% | $5,084+75.9% |
| Admin fee / account holder | $105 | $90+17.5% | $4,932-97.9% | $79+33.5% |