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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,637 | $69,305+32.2% | $82,313+11.3% | $69,631+31.6% |
| Participation rate | 94.7% | 80.3%+14.4pp | 76.9%+17.8pp | 70.7%+24.0pp |
| Annual return | 17.13% | 21.47%-4.3pp | 25.88%-8.7pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $2,712 | $1,887+43.8% | $2,428+11.7% | $2,032+33.5% |
| Participant deferral / active EE | $5,911 | $3,568+65.6% | $3,706+59.5% | $3,224+83.4% |
| Admin fee / account holder | $23 | $97-76.0% | $5,608-99.6% | $110-78.8% |