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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,090 |
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 | $121,002 | $136,307-11.2% | $177,821-32.0% | $73,488+64.7% |
| Participation rate | 95.0% | 86.1%+8.9pp | 87.7%+7.3pp | 70.7%+24.4pp |
| Annual return | 13.88% | 18.68%-4.8pp | 48.32%-34.4pp | 28.51%-14.6pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,364 | $5,829+112.1% | $7,714+60.3% | $3,740+230.6% |
| Admin fee / account holder | $73 | $596-87.8% | $12,427-99.4% | $513-85.8% |