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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $793,545 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $447,752 |
GRANT THORNTON LLP2 years Service code 16 · EIN 36-6055558 | Consulting | $28,875 |
BRUNSWICK CORPORATION5 years Service code 29 · EIN 36-0848180 | Legal | $23,770 |
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 | $100,414 | $106,087-5.3% | $86,677+15.8% | $78,044+28.7% |
| Participation rate | 92.9% | 89.6%+3.3pp | 76.6%+16.3pp | 74.4%+18.4pp |
| Annual return | -14.78% | -14.87%+0.1pp | 35.91%-50.7pp | 10.87%-25.7pp |
| Employer contribution / active EE | $6,051 | $4,110+47.2% | $2,836+113.3% | $3,125+93.6% |
| Participant deferral / active EE | $5,409 | $6,851-21.0% | $4,656+16.2% | $5,084+6.4% |
| Admin fee / account holder | $85 | $81+5.2% | $7,493-98.9% | $79+8.3% |