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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $99,200 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,383 | $84,000-23.4% | $119,609-46.2% | $77,904-17.4% |
| Participation rate | 96.1% | 77.8%+18.3pp | 79.3%+16.8pp | 73.7%+22.4pp |
| Annual return | -14.28% | -11.59%-2.7pp | -14.97%+0.7pp | 12.21%-26.5pp |
| Employer contribution / active EE | $2,527 | $2,907-13.1% | $4,232-40.3% | $2,848-11.2% |
| Participant deferral / active EE | $4,421 | $4,705-6.0% | $5,602-21.1% | $4,806-8.0% |
| Admin fee / account holder | $63 | $116-45.5% | $10,323-99.4% | $133-52.4% |