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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,019 |
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 | $161,751 | $54,121+198.9% | $134,143+20.6% | $73,409+120.3% |
| Participation rate | 99.4% | 64.4%+35.0pp | 72.2%+27.2pp | 72.2%+27.2pp |
| Annual return | 14.67% | -312.52%+327.2pp | 36.33%-21.7pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,915 | $1,402+36.6% | $3,704-48.3% | $2,234-14.3% |
| Participant deferral / active EE | $9,206 | $2,844+223.7% | $3,499+163.1% | $3,805+141.9% |
| Admin fee / account holder | $113 | $132-14.6% | $6,684-98.3% | $158-28.4% |