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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $103,527 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $65,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,741 | $144,996-42.9% | $111,297-25.7% | $93,030-11.1% |
| Participation rate | 96.3% | 86.2%+10.1pp | 77.3%+19.0pp | 73.9%+22.4pp |
| Annual return | 14.91% | 18.26%-3.3pp | 54.65%-39.7pp | 158.70%-143.8pp |
| Employer contribution / active EE | $1,370 | $3,056-55.2% | $2,731-49.8% | $2,706-49.3% |
| Participant deferral / active EE | $4,124 | $5,587-26.2% | $4,487-8.1% | $4,562-9.6% |
| Admin fee / account holder | $85 | $103-18.2% | $7,964-98.9% | $152-44.2% |