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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,336 |
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 | $22,701 | $64,909-65.0% | $82,313-72.4% | $62,292-63.6% |
| Participation rate | 92.4% | 74.9%+17.5pp | 76.9%+15.5pp | 69.5%+22.9pp |
| Annual return | 21.75% | 21.18%+0.6pp | 25.88%-4.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $1,532 | $1,676-8.6% | $2,428-36.9% | $2,042-25.0% |
| Participant deferral / active EE | $3,544 | $3,103+14.2% | $3,706-4.4% | $3,169+11.8% |
| Admin fee / account holder | $15 | $440-96.5% | $5,608-99.7% | $479-96.8% |