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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,419,349 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $256,443 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $50,512 |
BALLARD SPAHR LLP3 years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $13,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,939 | $47,540-24.4% | $79,550-54.8% | $89,394-59.8% |
| Participation rate | 95.9% | 54.9%+40.9pp | 69.5%+26.4pp | 71.3%+24.6pp |
| Annual return | -11.18% | -8.05%-3.1pp | 0.16%-11.3pp | -11.89%+0.7pp |
| Employer contribution / active EE | $1,514 | $1,122+34.9% | $2,413-37.3% | $3,022-49.9% |
| Participant deferral / active EE | $3,465 | $1,961+76.7% | $3,985-13.1% | $5,123-32.4% |
| Admin fee / account holder | $72 | $59+23.2% | $6,832-98.9% | $79-9.1% |