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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $850,390 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $291,816 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $35,750 |
GRANT THORNTON LLP3 years Service code 16 · EIN 36-6055558 | Consulting | $33,075 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,053 | $161,802-30.7% | $96,544+16.1% | $96,393+16.2% |
| Participation rate | 90.9% | 92.5%-1.5pp | 76.0%+15.0pp | 71.3%+19.7pp |
| Annual return | 18.66% | 18.41%+0.2pp | 25.84%-7.2pp | 22.88%-4.2pp |
| Employer contribution / active EE | $3,972 | $5,381-26.2% | $2,965+34.0% | $3,238+22.7% |
| Participant deferral / active EE | $5,320 | $8,927-40.4% | $4,851+9.7% | $5,455-2.5% |
| Admin fee / account holder | $77 | $61+25.6% | $8,252-99.1% | $74+3.6% |