Filed April 27, 2001 (most recent of 3 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.4 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $605,917 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $517,491 |
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 | $230,098 | $159,391+44.4% | $102,423+124.7% | $99,062+132.3% |
| Participation rate | 96.3% | 88.6%+7.7pp | 76.5%+19.8pp | 71.6%+24.7pp |
| Annual return | 15.52% | 19.03%-3.5pp | 29.32%-13.8pp | 17.66%-2.1pp |
| Employer contribution / active EE | $7,566 | $4,207+79.8% | $3,023+150.3% | $3,262+132.0% |
| Participant deferral / active EE | $7,868 | $7,498+4.9% | $5,053+55.7% | $5,331+47.6% |
| Admin fee / account holder | $121 | $159-23.8% | $9,451-98.7% | $109+11.3% |