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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,262 |
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 | $21,586 | $60,165-64.1% | $74,183-70.9% | $55,167-60.9% |
| Participation rate | 89.9% | 74.2%+15.8pp | 76.6%+13.3pp | 69.0%+20.9pp |
| Annual return | 8.81% | 10.00%-1.2pp | 17.74%-8.9pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,617 | $1,600+1.1% | $2,370-31.8% | $1,963-17.6% |
| Participant deferral / active EE | $3,604 | $2,973+21.3% | $3,550+1.5% | $3,054+18.0% |
| Admin fee / account holder | $27 | $419-93.6% | $5,586-99.5% | $504-94.7% |