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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,196 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $7,966 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,234 | $52,208+72.8% | $86,612+4.2% | $74,419+21.3% |
| Participation rate | 84.3% | 66.3%+18.0pp | 71.7%+12.6pp | 70.7%+13.6pp |
| Annual return | 19.49% | 44.46%-25.0pp | 591.07%-571.6pp | 34.38%-14.9pp |
| Employer contribution / active EE | $7,240 | $2,282+217.2% | $3,022+139.5% | $2,637+174.5% |
| Participant deferral / active EE | $1,713 | $3,383-49.4% | $4,438-61.4% | $4,528-62.2% |
| Admin fee / account holder | $92 | $319-71.0% | $5,614-98.4% | $348-73.5% |