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: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $435,334 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $363,986 |
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 | $138,846 | $130,141+6.7% | $86,677+60.2% | $77,904+78.2% |
| Participation rate | 98.6% | 85.9%+12.6pp | 76.6%+22.0pp | 73.7%+24.9pp |
| Annual return | -14.11% | -12.75%-1.4pp | 35.91%-50.0pp | 12.21%-26.3pp |
| Employer contribution / active EE | $6,804 | $3,220+111.3% | $2,836+139.9% | $2,848+138.9% |
| Participant deferral / active EE | $8,031 | $5,757+39.5% | $4,656+72.5% | $4,806+67.1% |
| Admin fee / account holder | $165 | $132+25.5% | $7,493-97.8% | $133+24.7% |