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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,624 |
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 | $148,393 | $47,648+211.4% | $130,648+13.6% | $67,579+119.6% |
| Participation rate | 98.0% | 60.4%+37.6pp | 71.7%+26.3pp | 71.3%+26.7pp |
| Annual return | 22.24% | 25.73%-3.5pp | 1708.96%-1686.7pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,769 | $1,408+25.7% | $4,092-56.8% | $2,148-17.6% |
| Participant deferral / active EE | $8,764 | $2,616+235.0% | $3,603+143.3% | $3,539+147.6% |
| Admin fee / account holder | $31 | $105-70.5% | $5,464-99.4% | $142-78.2% |