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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,850 |
Annual investment return 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 | $82,447 | $72,254+14.1% | $86,677-4.9% | $64,808+27.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -17.52% | 392.42%-409.9pp | 35.91%-53.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,162 | $2,393-51.4% | $2,836-59.0% | $2,506-53.6% |
| Participant deferral / active EE | $5,973 | $4,658+28.2% | $4,656+28.3% | $4,310+38.6% |
| Admin fee / account holder | $3 | $174-98.5% | $7,493-100.0% | $188-98.6% |