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.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $419,051 |
THE VANGUARD GROUP, INC.3+ years Service code 99 | Other Fees | $0 |
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 | $134,889 | $88,730+52.0% | $82,313+63.9% | $77,958+73.0% |
| Participation rate | 99.2% | 84.5%+14.6pp | 76.9%+22.3pp | 71.6%+27.5pp |
| Annual return | 17.35% | 20.88%-3.5pp | 25.88%-8.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $6,034 | $2,758+118.8% | $2,428+148.5% | $2,310+161.1% |
| Participant deferral / active EE | $6,184 | $4,634+33.4% | $3,706+66.8% | $3,537+74.8% |
| Admin fee / account holder | $86 | $74+16.2% | $5,608-98.5% | $97-11.7% |