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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,276 | $63,442+45.4% | $68,791+34.1% | $66,914+37.9% |
| Participation rate | 97.4% | 60.0%+37.4pp | 69.0%+28.3pp | 69.8%+27.6pp |
| Annual return | -16.28% | -8.29%-8.0pp | -6.38%-9.9pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,887 | $1,775+62.6% | $2,655+8.7% | $2,544+13.5% |
| Participant deferral / active EE | $7,779 | $2,945+164.2% | $3,941+97.4% | $4,237+83.6% |
| Admin fee / account holder | $90 | $577-84.5% | $4,932-98.2% | $593-84.9% |