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.2 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 19355 | Recordkeeping | $261,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,105 | $104,697-1.5% | $96,544+6.8% | $80,160+28.6% |
| Participation rate | 97.7% | 86.4%+11.3pp | 76.0%+21.7pp | 72.9%+24.7pp |
| Annual return | 28.27% | 21.78%+6.5pp | 25.84%+2.4pp | 40.38%-12.1pp |
| Employer contribution / active EE | $2,693 | $3,536-23.8% | $2,965-9.2% | $2,978-9.6% |
| Participant deferral / active EE | $7,551 | $6,188+22.0% | $4,851+55.7% | $5,017+50.5% |
| Admin fee / account holder | $93 | $107-13.3% | $8,252-98.9% | $145-36.1% |