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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,755 | $53,345+178.9% | $121,098+22.8% | $74,419+99.9% |
| Participation rate | 99.2% | 60.0%+39.2pp | 69.5%+29.7pp | 70.7%+28.5pp |
| Annual return | 19.43% | 35.15%-15.7pp | 985.75%-966.3pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,901 | $1,898+0.1% | $4,164-54.3% | $2,637-27.9% |
| Participant deferral / active EE | $10,953 | $3,221+240.1% | $4,080+168.5% | $4,528+141.9% |
| Admin fee / account holder | $105 | $382-72.5% | $5,644-98.1% | $348-69.8% |