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 | $19,152 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,122 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,206 | $102,553+3.6% | $151,611-29.9% | $66,914+58.7% |
| Participation rate | 93.5% | 85.5%+8.0pp | 87.5%+6.0pp | 69.8%+23.7pp |
| Annual return | -14.32% | -10.82%-3.5pp | 3.33%-17.7pp | 1.58%-15.9pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,622 | $6,641+90.1% | $8,363+50.9% | $4,237+197.9% |
| Admin fee / account holder | $86 | $630-86.4% | $11,616-99.3% | $593-85.5% |