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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $69,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,531 | $129,021-32.9% | $184,203-53.0% | $77,643+11.4% |
| Participation rate | 97.0% | 87.3%+9.6pp | 86.8%+10.2pp | 70.6%+26.4pp |
| Annual return | 14.59% | 33.27%-18.7pp | 28.81%-14.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,006 | $7,297-4.0% | $9,131-23.3% | $4,647+50.7% |
| Admin fee / account holder | $82 | $254-67.9% | $13,901-99.4% | $430-81.1% |