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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,575 |
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 | $105,266 | $98,982+6.3% | $162,163-35.1% | $65,185+61.5% |
| Participation rate | 95.7% | 85.8%+9.9pp | 87.6%+8.1pp | 70.2%+25.5pp |
| Annual return | 21.19% | 24.84%-3.7pp | 115.59%-94.4pp | 29.38%-8.2pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $11,616 | $5,384+115.7% | $7,298+59.2% | $3,514+230.6% |
| Admin fee / account holder | $53 | $596-91.2% | $10,843-99.5% | $847-93.8% |