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 7-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,716 | $54,320-71.1% | $67,652-76.8% | $52,331-70.0% |
| Participation rate | 67.1% | 73.6%-6.5pp | 75.7%-8.5pp | 68.1%-1.0pp |
| Annual return | 0.10% | 6.81%-6.7pp | 6625.04%-6624.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,327 | $1,544-14.1% | $2,266-41.4% | $1,882-29.5% |
| Participant deferral / active EE | $2,623 | $2,950-11.1% | $3,560-26.3% | $3,022-13.2% |
| Admin fee / account holder | $13 | $527-97.6% | $4,821-99.7% | $592-97.9% |