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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $116,057 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $31,643 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $23,989 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,220 | $104,697-29.1% | $96,544-23.1% | $80,160-7.4% |
| Participation rate | 96.1% | 86.4%+9.8pp | 76.0%+20.2pp | 72.9%+23.2pp |
| Annual return | 19.13% | 21.78%-2.7pp | 25.84%-6.7pp | 40.38%-21.2pp |
| Employer contribution / active EE | $1,625 | $3,536-54.0% | $2,965-45.2% | $2,978-45.4% |
| Participant deferral / active EE | $5,011 | $6,188-19.0% | $4,851+3.3% | $5,017-0.1% |
| Admin fee / account holder | $81 | $107-24.5% | $8,252-99.0% | $145-44.4% |