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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $669,083 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $309,929 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $49,150 |
GRANT THORNTON LLP4 years Service code 16 · EIN 36-6055558 | Consulting | $36,750 |
Annual investment return 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 | $124,062 | $159,391-22.2% | $102,423+21.1% | $99,062+25.2% |
| Participation rate | 89.7% | 88.6%+1.1pp | 76.5%+13.2pp | 71.6%+18.1pp |
| Annual return | 12.42% | 19.03%-6.6pp | 29.32%-16.9pp | 17.66%-5.2pp |
| Employer contribution / active EE | $2,957 | $4,207-29.7% | $3,023-2.2% | $3,262-9.3% |
| Participant deferral / active EE | $5,675 | $7,498-24.3% | $5,053+12.3% | $5,331+6.4% |
| Admin fee / account holder | $70 | $159-56.1% | $9,451-99.3% | $109-35.9% |