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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $857,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,942 | $38,510-17.1% | $74,550-57.2% | $73,367-56.5% |
| Participation rate | 33.3% | 53.5%-20.2pp | 69.1%-35.9pp | 69.5%-36.2pp |
| Annual return | -0.00% | -0.94%+0.9pp | 32.53%-32.5pp | 173.45%-173.5pp |
| Employer contribution / active EE | $474 | $774-38.8% | $1,961-75.8% | $2,499-81.0% |
| Participant deferral / active EE | $917 | $1,421-35.5% | $3,108-70.5% | $4,033-77.3% |
| Admin fee / account holder | $48 | $52-8.5% | $5,060-99.1% | $68-30.5% |