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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $335,883 |
ACTIUM LLC1 year Filed as: ACTIUM LLC D.B.A. BEMANAGED Service code 26 · EIN 59-3835428 | Advisory (Participants) | $155,267 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS, LLC Service code 16 · EIN 45-0479693 | Consulting | $75,000 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $7,250 |
THE VANGUARD GROUP, INC.2+ 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 | $149,792 | $88,730+68.8% | $82,313+82.0% | $77,958+92.1% |
| Participation rate | 98.6% | 84.5%+14.1pp | 76.9%+21.7pp | 71.6%+27.0pp |
| Annual return | 19.43% | 20.88%-1.5pp | 25.88%-6.4pp | 20.87%-1.4pp |
| Employer contribution / active EE | $6,037 | $2,758+118.9% | $2,428+148.6% | $2,310+161.3% |
| Participant deferral / active EE | $4,660 | $4,634+0.5% | $3,706+25.7% | $3,537+31.8% |
| Admin fee / account holder | $96 | $74+30.4% | $5,608-98.3% | $97-0.9% |