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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,639 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,957 | $110,094-46.4% | $151,611-61.1% | $68,494-13.9% |
| Participation rate | 95.7% | 84.0%+11.7pp | 87.5%+8.2pp | 67.9%+27.8pp |
| Annual return | -16.75% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,668 | $6,527-28.5% | $8,363-44.2% | $4,027+15.9% |
| Admin fee / account holder | $83 | $7,719-98.9% | $11,616-99.3% | $5,403-98.5% |