Filed July 27, 2001 (most recent of 6 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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $98,648 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,555 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC Service code 50 · EIN 36-3109431 | Direct Payment | $22,180 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,228 | $128,899-25.3% | $113,168-15.0% | $102,872-6.5% |
| Participation rate | 97.0% | 87.0%+10.0pp | 76.6%+20.5pp | 73.0%+24.0pp |
| Annual return | 14.46% | 15.88%-1.4pp | 24.27%-9.8pp | 19.06%-4.6pp |
| Employer contribution / active EE | $2,484 | $3,713-33.1% | $2,975-16.5% | $3,526-29.5% |
| Participant deferral / active EE | $5,733 | $6,787-15.5% | $5,107+12.3% | $5,535+3.6% |
| Admin fee / account holder | $79 | $129-38.7% | $12,068-99.3% | $292-72.8% |