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 | $13,778 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $11,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,201 | $54,517+116.8% | $75,972+55.6% | $74,495+58.7% |
| Participation rate | 97.5% | 60.3%+37.2pp | 69.1%+28.4pp | 67.2%+30.3pp |
| Annual return | 15.19% | 31.82%-16.6pp | 359.55%-344.4pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,033 | $1,777+70.7% | $2,685+13.0% | $2,623+15.6% |
| Participant deferral / active EE | $7,842 | $3,066+155.8% | $4,255+84.3% | $4,346+80.5% |
| Admin fee / account holder | $131 | $2,229-94.1% | $6,467-98.0% | $1,942-93.2% |