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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,314 | $65,376-52.1% | $87,100-64.0% | $65,185-52.0% |
| Participation rate | 97.9% | 75.3%+22.6pp | 76.9%+21.0pp | 70.2%+27.7pp |
| Annual return | 23.15% | 31.27%-8.1pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,273 | $1,822+24.7% | $2,521-9.9% | $2,177+4.4% |
| Participant deferral / active EE | $5,196 | $3,388+53.3% | $4,049+28.3% | $3,514+47.9% |
| Admin fee / account holder | $48 | $520-90.7% | $7,497-99.4% | $847-94.3% |