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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,394 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,102 | $47,898+173.7% | $117,472+11.6% | $64,808+102.3% |
| Participation rate | 99.7% | 61.9%+37.8pp | 70.6%+29.1pp | 71.5%+28.3pp |
| Annual return | -15.45% | -15.54%+0.1pp | 29.74%-45.2pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,789 | $1,774+0.9% | $4,176-57.1% | $2,506-28.6% |
| Participant deferral / active EE | $9,943 | $3,151+215.6% | $4,070+144.3% | $4,310+130.7% |
| Admin fee / account holder | $104 | $132-20.8% | $5,645-98.2% | $188-44.4% |