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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,184 | $82,783-20.1% | $133,956-50.6% | $90,288-26.7% |
| Participation rate | 97.4% | 81.3%+16.1pp | 79.8%+17.5pp | 73.4%+24.0pp |
| Annual return | 14.99% | 21.89%-6.9pp | 45.09%-30.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $1,967 | $2,388-17.6% | $3,919-49.8% | $2,524-22.1% |
| Participant deferral / active EE | $3,976 | $4,291-7.3% | $5,048-21.2% | $4,232-6.1% |
| Admin fee / account holder | $55 | $93-40.3% | $8,927-99.4% | $114-51.4% |