Filed April 26, 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 | $55,956 |
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 | $30,335 | $47,456-36.1% | $172,739-82.4% | $77,787-61.0% |
| Participation rate | 93.9% | 66.3%+27.6pp | 82.6%+11.2pp | 73.2%+20.6pp |
| Annual return | 23.85% | 35.57%-11.7pp | 802.84%-779.0pp | 32.57%-8.7pp |
| Employer contribution / active EE | $2,058 | $1,574+30.7% | $5,143-60.0% | $2,504-17.8% |
| Participant deferral / active EE | $2,921 | $2,560+14.1% | $5,198-43.8% | $3,967-26.4% |
| Admin fee / account holder | $21 | $81-73.6% | $13,954-99.8% | $100-78.7% |