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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $111,464 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,118 | $61,125-22.9% | $108,579-56.6% | $63,975-26.3% |
| Participation rate | 96.4% | 80.5%+15.9pp | 79.6%+16.8pp | 71.1%+25.2pp |
| Annual return | 9.34% | 14.06%-4.7pp | -51.70%+61.0pp | 48.65%-39.3pp |
| Employer contribution / active EE | $2,309 | $2,237+3.3% | $3,758-38.6% | $2,182+5.9% |
| Participant deferral / active EE | $3,110 | $3,574-13.0% | $4,311-27.9% | $3,356-7.4% |
| Admin fee / account holder | $59 | $72-18.4% | $7,645-99.2% | $70-16.6% |