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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,398 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,252 | $100,227-26.9% | $169,993-56.9% | $74,419-1.6% |
| Participation rate | 97.6% | 87.3%+10.2pp | 87.0%+10.6pp | 70.7%+26.8pp |
| Annual return | 16.25% | 66.08%-49.8pp | 53.37%-37.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,249 | $7,143+1.5% | $10,408-30.4% | $4,528+60.1% |
| Admin fee / account holder | $80 | $234-65.7% | $12,815-99.4% | $348-76.9% |