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.6+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $783,883 |
THE VANGUARD GROUP, INC.6+ years Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $157,461 | $176,491-10.8% | $95,952+64.1% | $90,288+74.4% |
| Participation rate | 98.3% | 86.6%+11.7pp | 77.1%+21.2pp | 73.4%+25.0pp |
| Annual return | 11.66% | 20.14%-8.5pp | 91.61%-80.0pp | 53.97%-42.3pp |
| Employer contribution / active EE | $6,663 | $2,789+138.9% | $2,541+162.2% | $2,524+164.0% |
| Participant deferral / active EE | $7,180 | $5,340+34.5% | $4,167+72.3% | $4,232+69.7% |
| Admin fee / account holder | $169 | $154+9.4% | $6,795-97.5% | $114+47.8% |