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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $245,740 |
BEMANAGED2+ years Service code 26 · EIN 59-3835428 | Advisory (Participants) | $76,736 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS, LLC Service code 16 · EIN 40-0479693 | Consulting | $37,500 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,916 | $80,211+67.0% | $74,183+80.5% | $63,975+109.3% |
| Participation rate | 99.2% | 84.2%+15.1pp | 76.6%+22.6pp | 71.1%+28.1pp |
| Annual return | 9.38% | 14.13%-4.8pp | 17.74%-8.4pp | 48.65%-39.3pp |
| Employer contribution / active EE | $6,855 | $2,553+168.5% | $2,370+189.2% | $2,182+214.2% |
| Participant deferral / active EE | $4,446 | $4,370+1.7% | $3,550+25.2% | $3,356+32.5% |
| Admin fee / account holder | $102 | $67+52.0% | $5,586-98.2% | $70+45.1% |