Filed February 2, 2000 (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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,545 | $80,005-39.3% | $140,016-65.3% | $55,725-12.9% |
| Participation rate | 91.8% | 87.0%+4.8pp | 87.5%+4.3pp | 70.9%+21.0pp |
| Annual return | -1.16% | 0.46%-1.6pp | 651.12%-652.3pp | 244.93%-246.1pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,841 | $5,264-27.0% | $6,927-44.6% | $3,356+14.5% |
| Admin fee / account holder | $111 | $116-4.2% | $10,705-99.0% | $115-3.8% |