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: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $231,512 |
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 | $61,324 | $77,559-20.9% | $68,793-10.9% | $75,289-18.5% |
| Participation rate | 86.7% | 78.3%+8.4pp | 72.2%+14.4pp | 72.4%+14.3pp |
| Annual return | -3.37% | -1.01%-2.4pp | -4.63%+1.3pp | -0.04%-3.3pp |
| Employer contribution / active EE | $1,418 | $1,993-28.9% | $2,625-46.0% | $2,405-41.1% |
| Participant deferral / active EE | $2,601 | $3,128-16.9% | $3,311-21.5% | $3,739-30.4% |
| Admin fee / account holder | $101 | $90+11.8% | $5,131-98.0% | $102-1.2% |