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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $825,829 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $33,275 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $21,567 |
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 | $101,625 | $88,581+14.7% | $74,183+37.0% | $65,292+55.6% |
| Participation rate | 98.6% | 86.2%+12.5pp | 76.6%+22.0pp | 72.4%+26.2pp |
| Annual return | 7.77% | 11.72%-4.0pp | 17.74%-10.0pp | 11.84%-4.1pp |
| Employer contribution / active EE | $6,133 | $3,021+103.0% | $2,370+158.8% | $2,302+166.5% |
| Participant deferral / active EE | $4,946 | $4,898+1.0% | $3,550+39.3% | $3,579+38.2% |
| Admin fee / account holder | $76 | $60+26.7% | $5,586-98.6% | $57+32.1% |