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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,548 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,324 | $65,435+138.9% | $86,677+80.4% | $66,914+133.6% |
| Participation rate | 98.9% | 75.5%+23.4pp | 76.6%+22.3pp | 69.8%+29.1pp |
| Annual return | -16.09% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $4,474 | $2,153+107.8% | $2,836+57.7% | $2,544+75.9% |
| Participant deferral / active EE | $5,517 | $4,100+34.6% | $4,656+18.5% | $4,237+30.2% |
| Admin fee / account holder | $180 | $642-72.0% | $7,493-97.6% | $593-69.7% |