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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $107,759 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,837 | $80,211-11.7% | $74,183-4.5% | $63,975+10.7% |
| Participation rate | 95.0% | 84.2%+10.8pp | 76.6%+18.4pp | 71.1%+23.9pp |
| Annual return | 6.20% | 14.13%-7.9pp | 17.74%-11.5pp | 48.65%-42.5pp |
| Employer contribution / active EE | $1,199 | $2,553-53.1% | $2,370-49.4% | $2,182-45.1% |
| Participant deferral / active EE | $3,415 | $4,370-21.9% | $3,550-3.8% | $3,356+1.7% |
| Admin fee / account holder | $70 | $67+4.5% | $5,586-98.7% | $70-0.2% |