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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $99,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,016 | $67,228-16.7% | $117,854-52.5% | $77,958-28.1% |
| Participation rate | 96.8% | 79.4%+17.4pp | 79.7%+17.1pp | 71.6%+25.1pp |
| Annual return | 16.72% | 19.13%-2.4pp | 335.08%-318.4pp | 20.87%-4.1pp |
| Employer contribution / active EE | $2,419 | $2,211+9.4% | $3,786-36.1% | $2,310+4.7% |
| Participant deferral / active EE | $3,317 | $3,653-9.2% | $4,482-26.0% | $3,537-6.2% |
| Admin fee / account holder | $53 | $76-30.7% | $8,020-99.3% | $97-46.0% |