Filed June 12, 2001 (most recent of 2 filings on file)
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 | $3,246 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,613 | $79,523-46.4% | $140,016-69.6% | $56,287-24.3% |
| Participation rate | 72.4% | 85.7%-13.3pp | 87.5%-15.1pp | 69.9%+2.6pp |
| Annual return | -4.76% | 2.39%-7.2pp | 651.12%-655.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,261 | $5,129-55.9% | $6,927-67.4% | $3,350-32.5% |
| Admin fee / account holder | $25 | $614-95.9% | $10,705-99.8% | $521-95.2% |