Filed August 24, 2000
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 10-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 | $65,492 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,835 | $55,416+11.6% | $75,972-18.6% | $77,643-20.4% |
| Participation rate | 95.0% | 63.6%+31.4pp | 69.1%+25.9pp | 70.6%+24.4pp |
| Annual return | 14.00% | 17.07%-3.1pp | 359.55%-345.5pp | 31.24%-17.2pp |
| Employer contribution / active EE | $118 | $1,788-93.4% | $2,685-95.6% | $2,726-95.7% |
| Participant deferral / active EE | $4,104 | $3,447+19.1% | $4,255-3.6% | $4,647-11.7% |
| Admin fee / account holder | $94 | $414-77.2% | $6,467-98.5% | $430-78.1% |