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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,346 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $6,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,099 | $47,722+59.5% | $82,719-8.0% | $64,808+17.4% |
| Participation rate | 81.3% | 67.6%+13.7pp | 72.6%+8.8pp | 71.5%+9.9pp |
| Annual return | -16.92% | -13.05%-3.9pp | 701.18%-718.1pp | 32.82%-49.7pp |
| Employer contribution / active EE | $5,546 | $2,179+154.5% | $3,009+84.3% | $2,506+121.3% |
| Participant deferral / active EE | $1,614 | $3,329-51.5% | $4,395-63.3% | $4,310-62.5% |
| Admin fee / account holder | $97 | $143-32.2% | $5,329-98.2% | $188-48.4% |