Filed January 31, 2002 (most recent of 2 filings on file)
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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $218,887 |
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 | $60,512 | $58,758+3.0% | $70,014-13.6% | $63,975-5.4% |
| Participation rate | 88.1% | 77.5%+10.6pp | 71.8%+16.3pp | 71.1%+17.0pp |
| Annual return | 7.64% | 18.05%-10.4pp | 12.99%-5.4pp | 48.65%-41.0pp |
| Employer contribution / active EE | $1,298 | $1,973-34.2% | $2,338-44.5% | $2,182-40.5% |
| Participant deferral / active EE | $2,315 | $2,912-20.5% | $2,931-21.0% | $3,356-31.0% |
| Admin fee / account holder | $90 | $71+27.0% | $4,380-97.9% | $70+28.1% |