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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,389 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,017 | $112,096-64.3% | $95,952-58.3% | $158,922-74.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.53% | 171.09%-161.6pp | 91.61%-82.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $160,000 | $3,198+4903.1% | $2,541+6196.8% | $4,761+3260.5% |
| Participant deferral / active EE | $398,000 | $4,784+8219.6% | $4,167+9451.5% | $5,982+6553.2% |
| Admin fee / account holder | $138 | $10,130-98.6% | $6,795-98.0% | $11,246-98.8% |