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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,436 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $9,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,078 | $65,908+51.8% | $81,812+22.3% | $77,643+28.9% |
| Participation rate | 92.7% | 65.8%+26.9pp | 72.3%+20.4pp | 70.6%+22.2pp |
| Annual return | 15.27% | 26.64%-11.4pp | 773.79%-758.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $8,292 | $2,370+249.8% | $2,912+184.7% | $2,726+204.2% |
| Participant deferral / active EE | $1,810 | $3,505-48.4% | $4,319-58.1% | $4,647-61.0% |
| Admin fee / account holder | $90 | $526-82.9% | $7,386-98.8% | $430-79.1% |