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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $93,186 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 50 · EIN 36-3109431 | Direct Payment | $37,481 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,602 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,733 | $110,299-24.1% | $102,423-18.2% | $199,593-58.0% |
| Participation rate | 96.0% | 86.3%+9.7pp | 76.5%+19.5pp | 72.0%+24.1pp |
| Annual return | 10.27% | 35.73%-25.5pp | 29.32%-19.1pp | 34.25%-24.0pp |
| Employer contribution / active EE | $2,047 | $3,603-43.2% | $3,023-32.3% | $3,034-32.5% |
| Participant deferral / active EE | $4,672 | $6,376-26.7% | $5,053-7.5% | $5,087-8.2% |
| Admin fee / account holder | $77 | $122-37.4% | $9,451-99.2% | $269-71.5% |