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.4+ years Service code 25 · EIN 23-1945930 | Directed Trustee | $1,825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,733 | $65,118+2.5% | $76,768-13.1% | $55,725+19.8% |
| Participation rate | 98.8% | 79.6%+19.2pp | 77.0%+21.8pp | 70.9%+27.9pp |
| Annual return | -3.73% | -1.27%-2.5pp | 2.43%-6.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $331 | $1,941-82.9% | $2,485-86.7% | $2,078-84.1% |
| Participant deferral / active EE | $5,433 | $3,688+47.3% | $3,852+41.0% | $3,356+61.9% |
| Admin fee / account holder | $3 | $116-97.5% | $6,675-100.0% | $115-97.5% |