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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,277 | $67,512-40.3% | $185,823-78.3% | $93,030-56.7% |
| Participation rate | 93.7% | 67.1%+26.5pp | 81.7%+12.0pp | 73.9%+19.8pp |
| Annual return | 13.67% | 21.04%-7.4pp | 122.05%-108.4pp | 158.70%-145.0pp |
| Employer contribution / active EE | $2,409 | $1,783+35.1% | $5,167-53.4% | $2,706-11.0% |
| Participant deferral / active EE | $3,645 | $3,035+20.1% | $5,568-34.5% | $4,562-20.1% |
| Admin fee / account holder | $46 | $318-85.6% | $16,237-99.7% | $152-69.9% |