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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $108,028 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,255 |
BRUNSWICK CORPORATION1 year Service code 29 · EIN 36-0848180 | Legal | $15,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,701 | $130,141-51.1% | $86,677-26.5% | $77,904-18.2% |
| Participation rate | 96.5% | 85.9%+10.6pp | 76.6%+19.9pp | 73.7%+22.8pp |
| Annual return | -16.30% | -12.75%-3.6pp | 35.91%-52.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $1,504 | $3,220-53.3% | $2,836-47.0% | $2,848-47.2% |
| Participant deferral / active EE | $4,599 | $5,757-20.1% | $4,656-1.2% | $4,806-4.3% |
| Admin fee / account holder | $79 | $132-39.9% | $7,493-98.9% | $133-40.3% |