Filed November 7, 2000
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $32,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,748 | $63,905+26.4% | $74,183+8.9% | $57,658+40.0% |
| Participation rate | 94.2% | 79.8%+14.4pp | 76.6%+17.5pp | 70.2%+23.9pp |
| Annual return | 8.37% | 60.60%-52.2pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $2,464 | $1,840+33.9% | $2,370+3.9% | $1,974+24.8% |
| Participant deferral / active EE | $5,403 | $3,448+56.7% | $3,550+52.2% | $3,061+76.5% |
| Admin fee / account holder | $22 | $91-76.0% | $5,586-99.6% | $95-76.9% |