Filed November 15, 2001 (most recent of 2 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 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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,050 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,299 | $39,898+236.6% | $121,196+10.8% | $55,725+141.0% |
| Participation rate | 99.4% | 61.2%+38.1pp | 71.7%+27.6pp | 70.9%+28.5pp |
| Annual return | -5.14% | -0.96%-4.2pp | 16.93%-22.1pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,645 | $1,295+27.0% | $4,022-59.1% | $2,078-20.9% |
| Participant deferral / active EE | $8,327 | $2,439+241.5% | $3,344+149.0% | $3,356+148.2% |
| Admin fee / account holder | $3 | $95-97.1% | $5,019-99.9% | $115-97.6% |