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.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $236,755 |
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 | $69,109 | $123,286-43.9% | $75,670-8.7% | $77,958-11.4% |
| Participation rate | 87.3% | 78.8%+8.5pp | 72.3%+14.9pp | 71.6%+15.6pp |
| Annual return | 14.54% | 20.45%-5.9pp | 27.34%-12.8pp | 20.87%-6.3pp |
| Employer contribution / active EE | $1,369 | $2,035-32.7% | $2,352-41.8% | $2,310-40.8% |
| Participant deferral / active EE | $2,456 | $3,095-20.6% | $3,142-21.8% | $3,537-30.5% |
| Admin fee / account holder | $101 | $144-30.3% | $5,800-98.3% | $97+3.2% |