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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,857 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,233 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,646 | $51,045+101.1% | $70,515+45.6% | $71,457+43.6% |
| Participation rate | 97.6% | 59.4%+38.1pp | 68.3%+29.2pp | 67.9%+29.6pp |
| Annual return | 19.40% | 42.63%-23.2pp | 32.77%-13.4pp | 28.85%-9.4pp |
| Employer contribution / active EE | $2,770 | $1,790+54.7% | $2,973-6.8% | $2,588+7.0% |
| Participant deferral / active EE | $7,315 | $3,026+141.7% | $4,567+60.2% | $4,289+70.6% |
| Admin fee / account holder | $124 | $1,994-93.8% | $6,412-98.1% | $1,587-92.2% |