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.4+ years Service code 16 · EIN 23-1945930 | Consulting | $5,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,660 | $59,186-60.0% | $76,768-69.2% | $56,287-58.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.32% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,968 | $1,759+11.9% | $2,485-20.8% | $2,111-6.8% |
| Participant deferral / active EE | $4,535 | $3,255+39.3% | $3,852+17.7% | $3,350+35.4% |
| Admin fee / account holder | $19 | $489-96.1% | $6,675-99.7% | $521-96.3% |