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.3 years Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $702,528 |
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $290,964 |
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 | $259,253 | $85,257+204.1% | $70,515+267.7% | $103,482+150.5% |
| Participation rate | 98.1% | 71.0%+27.1pp | 68.3%+29.7pp | 73.3%+24.8pp |
| Annual return | 16.98% | 25.37%-8.4pp | 32.77%-15.8pp | 33.11%-16.1pp |
| Employer contribution / active EE | $4,784 | $3,007+59.1% | $2,973+60.9% | $3,208+49.1% |
| Participant deferral / active EE | $9,685 | $4,773+102.9% | $4,567+112.1% | $5,207+86.0% |
| Admin fee / account holder | $112 | $89+26.5% | $6,412-98.3% | $114-1.9% |