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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $143,764 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,013 | $45,000-15.5% | $143,757-73.6% | $77,904-51.2% |
| Participation rate | 93.4% | 66.8%+26.6pp | 80.3%+13.1pp | 73.7%+19.7pp |
| Annual return | -16.28% | 29.03%-45.3pp | -0.04%-16.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $1,812 | $1,870-3.1% | $4,951-63.4% | $2,848-36.4% |
| Participant deferral / active EE | $4,039 | $3,157+28.0% | $5,637-28.3% | $4,806-16.0% |
| Admin fee / account holder | $52 | $98-47.6% | $14,673-99.6% | $133-61.1% |