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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,734 |
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 | $90,723 | $81,537+11.3% | $149,718-39.4% | $69,631+30.3% |
| Participation rate | 75.1% | 86.1%-11.0pp | 87.1%-12.0pp | 70.7%+4.4pp |
| Annual return | 20.05% | 22.79%-2.7pp | 1501.63%-1481.6pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $8,657 | $4,994+73.4% | $6,569+31.8% | $3,224+168.5% |
| Admin fee / account holder | $16 | $107-84.8% | $11,283-99.9% | $110-85.3% |