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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,876 | $76,050+123.4% | $96,544+76.0% | $71,457+137.7% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.5pp | 67.9%+31.6pp |
| Annual return | 19.20% | 22.81%-3.6pp | 25.84%-6.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $4,964 | $2,244+121.2% | $2,965+67.4% | $2,588+91.9% |
| Participant deferral / active EE | $5,695 | $4,215+35.1% | $4,851+17.4% | $4,289+32.8% |
| Admin fee / account holder | $136 | $2,707-95.0% | $8,252-98.4% | $1,587-91.4% |