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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $667,567 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $340,293 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC Service code 50 · EIN 36-3109431 | Direct Payment | $51,431 |
GRANT THORNTON LLP5 years Service code 50 · EIN 36-6055558 | Direct Payment | $38,325 |
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 | $143,845 | $151,876-5.3% | $113,168+27.1% | $117,739+22.2% |
| Participation rate | 96.1% | 92.5%+3.5pp | 76.6%+19.5pp | 76.6%+19.4pp |
| Annual return | 16.48% | 15.75%+0.7pp | 24.27%-7.8pp | 17.29%-0.8pp |
| Employer contribution / active EE | $5,301 | $4,598+15.3% | $2,975+78.2% | $3,746+41.5% |
| Participant deferral / active EE | $6,298 | $7,767-18.9% | $5,107+23.3% | $6,128+2.8% |
| Admin fee / account holder | $77 | $70+9.4% | $12,068-99.4% | $112-31.6% |