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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $70,414 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $8,386 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,171 | $58,290+56.4% | $98,442-7.4% | $86,799+5.0% |
| Participation rate | 78.6% | 68.3%+10.3pp | 73.3%+5.3pp | 72.3%+6.3pp |
| Annual return | 13.40% | 43.48%-30.1pp | 1492.73%-1479.3pp | 97.91%-84.5pp |
| Employer contribution / active EE | $6,197 | $2,008+208.7% | $2,960+109.4% | $2,405+157.6% |
| Participant deferral / active EE | $1,472 | $3,152-53.3% | $4,276-65.6% | $4,131-64.4% |
| Admin fee / account holder | $93 | $138-32.5% | $5,949-98.4% | $170-45.2% |