Filed February 5, 2002
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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,673 |
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 | $203,536 | $73,638+176.4% | $95,952+112.1% | $73,488+177.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 14.24% | 16.78%-2.5pp | 91.61%-77.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $5,391 | $1,863+189.3% | $2,541+112.2% | $2,270+137.5% |
| Participant deferral / active EE | $5,816 | $3,617+60.8% | $4,167+39.6% | $3,740+55.5% |
| Admin fee / account holder | $143 | $482-70.4% | $6,795-97.9% | $513-72.2% |