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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,933 | $84,936+162.5% | $111,297+100.3% | $79,386+180.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 15.01% | 17.45%-2.4pp | 54.65%-39.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $4,732 | $1,979+139.1% | $2,731+73.3% | $2,427+95.0% |
| Participant deferral / active EE | $5,965 | $3,888+53.4% | $4,487+32.9% | $4,046+47.4% |
| Admin fee / account holder | $151 | $537-71.8% | $7,964-98.1% | $626-75.8% |