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.4+ years Filed as: THE VANGUARD GROUP, INC Service code 16 · EIN 23-1945930 | Consulting | $453,394 |
THE VANGUARD GROUP, INC.4+ years Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,300 | $78,852+55.1% | $76,768+59.3% | $75,289+62.4% |
| Participation rate | 99.0% | 85.0%+14.1pp | 77.0%+22.1pp | 72.4%+26.6pp |
| Annual return | -5.34% | -1.29%-4.1pp | 2.43%-7.8pp | -0.04%-5.3pp |
| Employer contribution / active EE | $6,381 | $2,794+128.3% | $2,485+156.7% | $2,405+165.3% |
| Participant deferral / active EE | $6,678 | $4,800+39.1% | $3,852+73.4% | $3,739+78.6% |
| Admin fee / account holder | $91 | $79+14.8% | $6,675-98.6% | $102-11.4% |