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: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $639,528 |
THE VANGUARD GROUP, INC.5+ 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 | $142,016 | $105,247+34.9% | $87,100+63.0% | $77,787+82.6% |
| Participation rate | 98.7% | 85.8%+12.9pp | 76.9%+21.8pp | 73.2%+25.5pp |
| Annual return | 21.66% | 24.52%-2.9pp | 28.19%-6.5pp | 32.57%-10.9pp |
| Employer contribution / active EE | $6,557 | $2,895+126.5% | $2,521+160.1% | $2,504+161.8% |
| Participant deferral / active EE | $6,970 | $5,060+37.7% | $4,049+72.1% | $3,967+75.7% |
| Admin fee / account holder | $124 | $104+18.7% | $7,497-98.3% | $100+24.0% |