Filed January 9, 2002 (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.3 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 19355 | Recordkeeping | $226,875 |
FREED MAXICK CPAS PC1 year Service code 10 · EIN 45-4051133 424 MAIN STREET, SUITE 800 · BUFFALO, NY 14202 | Accounting | $20,000 |
WILMINGTON TRUST1 year Service code 28 · EIN 16-1486454 ONE FOUNTAIN PLAZA, 12TH FLOOR · BUFFALO, NY 14203 | Investment Management | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,408 | $110,299+2.8% | $102,423+10.7% | $199,593-43.2% |
| Participation rate | 98.1% | 86.3%+11.9pp | 76.5%+21.7pp | 72.0%+26.2pp |
| Annual return | 14.03% | 35.73%-21.7pp | 29.32%-15.3pp | 34.25%-20.2pp |
| Employer contribution / active EE | $4,730 | $3,603+31.3% | $3,023+56.4% | $3,034+55.9% |
| Participant deferral / active EE | $8,371 | $6,376+31.3% | $5,053+65.7% | $5,087+64.6% |
| Admin fee / account holder | $93 | $122-24.0% | $9,451-99.0% | $269-65.4% |