Filed May 18, 2001 (most recent of 6 filings on file)
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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,850 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,527 | $98,727+0.8% | $113,168-12.1% | $85,563+16.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 14.21% | 17.43%-3.2pp | 24.27%-10.1pp | 31.51%-17.3pp |
| Employer contribution / active EE | $2,827 | $2,907-2.8% | $2,975-5.0% | $2,654+6.5% |
| Participant deferral / active EE | $6,711 | $5,424+23.7% | $5,107+31.4% | $4,375+53.4% |
| Admin fee / account holder | $64 | $357-82.0% | $12,068-99.5% | $834-92.3% |