Filed January 31, 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 3-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,903 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,530 | $58,778-44.7% | $129,295-74.8% | $77,671-58.1% |
| Participation rate | 99.5% | 59.2%+40.2pp | 69.6%+29.8pp | 70.6%+28.9pp |
| Annual return | 21.31% | 24.73%-3.4pp | 9429.28%-9408.0pp | 31.21%-9.9pp |
| Employer contribution / active EE | $1,925 | $1,952-1.4% | $4,157-53.7% | $2,726-29.4% |
| Participant deferral / active EE | $3,811 | $3,212+18.6% | $4,169-8.6% | $4,648-18.0% |
| Admin fee / account holder | $46 | $589-92.2% | $7,665-99.4% | $430-89.4% |