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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $97,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,938 | $64,311-22.3% | $110,238-54.7% | $75,289-33.7% |
| Participation rate | 95.9% | 79.3%+16.7pp | 79.8%+16.1pp | 72.4%+23.5pp |
| Annual return | -3.23% | -1.74%-1.5pp | 314.74%-318.0pp | -0.04%-3.2pp |
| Employer contribution / active EE | $2,085 | $2,404-13.2% | $3,826-45.5% | $2,405-13.3% |
| Participant deferral / active EE | $3,197 | $3,892-17.9% | $4,672-31.6% | $3,739-14.5% |
| Admin fee / account holder | $47 | $88-46.1% | $8,547-99.4% | $102-53.8% |