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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $918,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,575 | $100,179-63.5% | $84,015-56.5% | $89,569-59.2% |
| Participation rate | 96.2% | 54.1%+42.1pp | 69.0%+27.2pp | 69.6%+26.6pp |
| Annual return | 28.99% | 22.50%+6.5pp | 71.31%-42.3pp | 34.56%-5.6pp |
| Employer contribution / active EE | $1,363 | $816+67.0% | $1,983-31.3% | $2,584-47.2% |
| Participant deferral / active EE | $2,801 | $1,459+91.9% | $3,239-13.5% | $4,220-33.6% |
| Admin fee / account holder | $46 | $72-35.9% | $6,101-99.2% | $72-35.5% |