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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $578,185 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $304,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,987 | $128,899+62.9% | $113,168+85.6% | $102,872+104.1% |
| Participation rate | 98.1% | 87.0%+11.1pp | 76.6%+21.5pp | 73.0%+25.1pp |
| Annual return | 18.89% | 15.88%+3.0pp | 24.27%-5.4pp | 19.06%-0.2pp |
| Employer contribution / active EE | $7,883 | $3,713+112.3% | $2,975+165.0% | $3,526+123.5% |
| Participant deferral / active EE | $9,431 | $6,787+39.0% | $5,107+84.7% | $5,535+70.4% |
| Admin fee / account holder | $174 | $129+34.5% | $12,068-98.6% | $292-40.4% |