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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $145,608 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,315 | $176,491-55.1% | $95,952-17.3% | $90,288-12.2% |
| Participation rate | 95.3% | 86.6%+8.7pp | 77.1%+18.2pp | 73.4%+21.9pp |
| Annual return | 15.95% | 20.14%-4.2pp | 91.61%-75.7pp | 53.97%-38.0pp |
| Employer contribution / active EE | $1,220 | $2,789-56.3% | $2,541-52.0% | $2,524-51.7% |
| Participant deferral / active EE | $3,633 | $5,340-32.0% | $4,167-12.8% | $4,232-14.2% |
| Admin fee / account holder | $79 | $154-48.9% | $6,795-98.8% | $114-31.0% |