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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,436 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $7,710 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,803 | $88,730-16.8% | $82,313-10.3% | $77,958-5.3% |
| Participation rate | 94.9% | 84.5%+10.4pp | 76.9%+18.0pp | 71.6%+23.3pp |
| Annual return | 14.45% | 20.88%-6.4pp | 25.88%-11.4pp | 20.87%-6.4pp |
| Employer contribution / active EE | $1,153 | $2,758-58.2% | $2,428-52.5% | $2,310-50.1% |
| Participant deferral / active EE | $3,317 | $4,634-28.4% | $3,706-10.5% | $3,537-6.2% |
| Admin fee / account holder | $75 | $74+1.2% | $5,608-98.7% | $97-23.1% |