Filed February 17, 2000
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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,950 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $431 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,386 | $52,670+52.6% | $90,404-11.1% | $73,409+9.5% |
| Participation rate | 86.4% | 67.7%+18.8pp | 72.7%+13.7pp | 72.2%+14.3pp |
| Annual return | 15.61% | 20.70%-5.1pp | 1293.02%-1277.4pp | 59.29%-43.7pp |
| Employer contribution / active EE | $992 | $1,872-47.0% | $3,262-69.6% | $2,234-55.6% |
| Participant deferral / active EE | $6,447 | $2,807+129.7% | $3,963+62.7% | $3,805+69.4% |
| Admin fee / account holder | $96 | $117-17.4% | $5,611-98.3% | $158-38.9% |