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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $107,093 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,163 | $73,125-20.5% | $125,175-53.5% | $77,787-25.2% |
| Participation rate | 96.8% | 79.4%+17.4pp | 79.8%+17.0pp | 73.2%+23.6pp |
| Annual return | 22.82% | 24.71%-1.9pp | 43.79%-21.0pp | 32.57%-9.8pp |
| Employer contribution / active EE | $1,457 | $2,413-39.6% | $3,865-62.3% | $2,504-41.8% |
| Participant deferral / active EE | $3,531 | $3,966-11.0% | $4,937-28.5% | $3,967-11.0% |
| Admin fee / account holder | $57 | $89-36.7% | $9,702-99.4% | $100-43.5% |