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.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 19355 | Recordkeeping | $194,586 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,673 | $130,141-30.3% | $86,677+4.6% | $77,904+16.4% |
| Participation rate | 97.9% | 85.9%+12.0pp | 76.6%+21.3pp | 73.7%+24.2pp |
| Annual return | -18.50% | -12.75%-5.7pp | 35.91%-54.4pp | 12.21%-30.7pp |
| Employer contribution / active EE | $2,620 | $3,220-18.6% | $2,836-7.6% | $2,848-8.0% |
| Participant deferral / active EE | $7,186 | $5,757+24.8% | $4,656+54.3% | $4,806+49.5% |
| Admin fee / account holder | $77 | $132-41.8% | $7,493-99.0% | $133-42.1% |