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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,610 | $56,095-36.5% | $178,490-80.0% | $90,288-60.6% |
| Participation rate | 94.3% | 65.6%+28.7pp | 81.9%+12.3pp | 73.4%+20.9pp |
| Annual return | 16.91% | 28.81%-11.9pp | 151.07%-134.2pp | 53.97%-37.1pp |
| Employer contribution / active EE | $2,273 | $1,572+44.5% | $5,011-54.6% | $2,524-10.0% |
| Participant deferral / active EE | $3,240 | $2,669+21.4% | $5,202-37.7% | $4,232-23.4% |
| Admin fee / account holder | $34 | $101-66.1% | $13,984-99.8% | $114-70.1% |