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.2+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $356,607 |
THE VANGUARD GROUP, INC.2+ years Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,258 | $80,211+164.6% | $74,183+186.1% | $63,975+231.8% |
| Participation rate | 52.8% | 84.2%-31.4pp | 76.6%-23.8pp | 71.1%-18.3pp |
| Annual return | 24.42% | 14.13%+10.3pp | 17.74%+6.7pp | 48.65%-24.2pp |
| Employer contribution / active EE | $1,409 | $2,553-44.8% | $2,370-40.6% | $2,182-35.4% |
| Participant deferral / active EE | $3,869 | $4,370-11.5% | $3,550+9.0% | $3,356+15.3% |
| Admin fee / account holder | $138 | $67+105.0% | $5,586-97.5% | $70+95.6% |