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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,084,599 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $34,125 |
BALLARD SPAHR LLP1 year Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $20,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,555 | $48,464-16.3% | $90,951-55.4% | $106,222-61.8% |
| Participation rate | 96.9% | 53.1%+43.8pp | 69.0%+27.9pp | 70.8%+26.1pp |
| Annual return | 29.17% | 16.72%+12.5pp | 134.60%-105.4pp | 21.69%+7.5pp |
| Employer contribution / active EE | $1,289 | $939+37.2% | $2,122-39.3% | $2,723-52.7% |
| Participant deferral / active EE | $2,856 | $1,510+89.2% | $3,373-15.3% | $4,600-37.9% |
| Admin fee / account holder | $54 | $58-7.4% | $5,959-99.1% | $78-31.5% |