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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,453,713 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $345,148 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $38,590 |
BALLARD SPAHR LLP1 year Service code 29 · EIN 23-0382195 | Legal | $16,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,884 | $53,531-23.6% | $86,188-52.6% | $96,393-57.6% |
| Participation rate | 95.7% | 53.4%+42.2pp | 69.0%+26.7pp | 71.3%+24.4pp |
| Annual return | 24.27% | 20.51%+3.8pp | 1168.45%-1144.2pp | 22.88%+1.4pp |
| Employer contribution / active EE | $1,547 | $1,158+33.5% | $2,380-35.0% | $3,238-52.2% |
| Participant deferral / active EE | $3,483 | $1,965+77.3% | $3,985-12.6% | $5,455-36.1% |
| Admin fee / account holder | $70 | $55+26.0% | $6,852-99.0% | $74-5.4% |