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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,954 | $79,171+132.4% | $102,423+79.6% | $74,495+146.9% |
| Participation rate | 98.5% | 74.8%+23.7pp | 76.5%+22.0pp | 67.2%+31.3pp |
| Annual return | 15.03% | 54.93%-39.9pp | 29.32%-14.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $4,692 | $2,362+98.6% | $3,023+55.2% | $2,623+78.9% |
| Participant deferral / active EE | $5,846 | $4,415+32.4% | $5,053+15.7% | $4,346+34.5% |
| Admin fee / account holder | $127 | $2,001-93.7% | $9,451-98.7% | $1,942-93.5% |