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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $702,101 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $596,573 |
GRANT THORNTON LLP1 year Service code 16 · EIN 36-6055558 | Consulting | $26,775 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA Service code 16 · EIN 36-3109431 | Consulting | $10,000 |
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 | $131,745 | $134,619-2.1% | $111,297+18.4% | $101,517+29.8% |
| Participation rate | 93.6% | 89.0%+4.6pp | 77.3%+16.3pp | 74.6%+19.0pp |
| Annual return | 15.24% | 17.96%-2.7pp | 54.65%-39.4pp | 21.00%-5.8pp |
| Employer contribution / active EE | $5,712 | $3,829+49.2% | $2,731+109.1% | $2,973+92.1% |
| Participant deferral / active EE | $5,100 | $6,572-22.4% | $4,487+13.7% | $4,873+4.7% |
| Admin fee / account holder | $100 | $86+15.9% | $7,964-98.7% | $139-28.3% |