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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,336,103 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $219,800 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $21,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,587 | $55,785-25.5% | $96,562-56.9% | $106,520-61.0% |
| Participation rate | 96.5% | 53.4%+43.1pp | 69.8%+26.7pp | 71.3%+25.2pp |
| Annual return | 18.13% | 17.66%+0.5pp | 37.78%-19.6pp | 19.28%-1.1pp |
| Employer contribution / active EE | $1,471 | $1,042+41.2% | $2,356-37.6% | $2,840-48.2% |
| Participant deferral / active EE | $3,175 | $1,782+78.1% | $3,849-17.5% | $4,948-35.8% |
| Admin fee / account holder | $66 | $59+11.7% | $6,181-98.9% | $75-12.1% |