Filed August 21, 2000 (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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $665,957 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $328,711 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $120,000 |
BEMANAGED11+ years Service code 26 · EIN 92-1408508 | Advisory (Participants) | $101,888 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $34,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,648 | $151,876+3.8% | $113,168+39.3% | $117,739+33.9% |
| Participation rate | 96.0% | 92.5%+3.4pp | 76.6%+19.4pp | 76.6%+19.3pp |
| Annual return | 14.65% | 15.75%-1.1pp | 24.27%-9.6pp | 17.29%-2.6pp |
| Employer contribution / active EE | $3,286 | $4,598-28.5% | $2,975+10.5% | $3,746-12.3% |
| Participant deferral / active EE | $7,226 | $7,767-7.0% | $5,107+41.5% | $6,128+17.9% |
| Admin fee / account holder | $132 | $70+88.2% | $12,068-98.9% | $112+17.7% |