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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,091,781 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $43,560 |
BRUNSWICK CORPORATION1 year Service code 29 · EIN 36-0848180 | Legal | $12,708 |
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTING INC. Service code 16 · EIN 36-3109431 | Consulting | $11,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,761 | $96,261+6.8% | $76,768+33.9% | $68,904+49.1% |
| Participation rate | 97.7% | 87.0%+10.7pp | 77.0%+20.7pp | 74.1%+23.6pp |
| Annual return | -4.59% | -0.85%-3.7pp | 2.43%-7.0pp | 1.07%-5.7pp |
| Employer contribution / active EE | $6,384 | $3,303+93.3% | $2,485+156.9% | $2,540+151.3% |
| Participant deferral / active EE | $5,426 | $5,537-2.0% | $3,852+40.9% | $4,015+35.1% |
| Admin fee / account holder | $89 | $73+22.0% | $6,675-98.7% | $71+24.7% |