Filed May 17, 2000
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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,441,594 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $492,634 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $41,137 |
BALLARD SPAHR LLP5 years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $14,385 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,580 | $57,150-22.0% | $93,654-52.4% | $106,408-58.1% |
| Participation rate | 95.9% | 49.1%+46.8pp | 68.7%+27.1pp | 69.9%+26.0pp |
| Annual return | 20.35% | 15.81%+4.5pp | 133.34%-113.0pp | 17.37%+3.0pp |
| Employer contribution / active EE | $1,574 | $1,015+55.1% | $2,421-35.0% | $3,361-53.2% |
| Participant deferral / active EE | $3,436 | $1,853+85.4% | $4,413-22.1% | $5,567-38.3% |
| Admin fee / account holder | $77 | $64+20.0% | $8,282-99.1% | $79-2.5% |