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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,732 | $99,078-13.5% | $96,544-11.2% | $74,419+15.2% |
| Participation rate | 99.7% | 80.7%+19.0pp | 76.0%+23.8pp | 70.7%+29.0pp |
| Annual return | 20.52% | 22.48%-2.0pp | 25.84%-5.3pp | 34.38%-13.9pp |
| Employer contribution / active EE | $1,305 | $2,570-49.2% | $2,965-56.0% | $2,637-50.5% |
| Participant deferral / active EE | $5,064 | $4,933+2.7% | $4,851+4.4% | $4,528+11.8% |
| Admin fee / account holder | $49 | $225-78.1% | $8,252-99.4% | $348-85.9% |