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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,239,827 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $24,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,655 | $117,238+5.5% | $87,100+42.0% | $82,204+50.4% |
| Participation rate | 97.5% | 87.2%+10.2pp | 76.9%+20.6pp | 73.4%+24.1pp |
| Annual return | 24.00% | 25.80%-1.8pp | 28.19%-4.2pp | 26.31%-2.3pp |
| Employer contribution / active EE | $6,473 | $3,535+83.1% | $2,521+156.7% | $2,707+139.1% |
| Participant deferral / active EE | $5,687 | $5,976-4.8% | $4,049+40.5% | $4,246+34.0% |
| Admin fee / account holder | $96 | $81+18.5% | $7,497-98.7% | $76+27.4% |