Filed February 2, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $126,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,697 | $74,498-42.7% | $94,224-54.7% | $59,188-27.9% |
| Participation rate | 97.3% | 76.8%+20.5pp | 78.8%+18.6pp | 69.4%+27.9pp |
| Annual return | 1.14% | 2.76%-1.6pp | 10.68%-9.5pp | 5.51%-4.4pp |
| Employer contribution / active EE | $2,495 | $2,077+20.1% | $3,587-30.4% | $2,098+18.9% |
| Participant deferral / active EE | $3,149 | $3,433-8.3% | $4,320-27.1% | $3,265-3.5% |
| Admin fee / account holder | $64 | $103-37.9% | $6,269-99.0% | $92-30.6% |