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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $428,402 |
BEMANAGED2 years Filed as: BEMANAGED, INC. Service code 26 · EIN 59-3835428 | Advisory (Participants) | $180,683 |
Service code 16 · EIN 26-0058143 | Consulting | $75,000 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $28,759 |
THE VANGUARD GROUP, INC.4+ 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 | $150,608 | $117,238+28.5% | $87,100+72.9% | $82,204+83.2% |
| Participation rate | 98.5% | 87.2%+11.3pp | 76.9%+21.6pp | 73.4%+25.1pp |
| Annual return | 23.57% | 25.80%-2.2pp | 28.19%-4.6pp | 26.31%-2.7pp |
| Employer contribution / active EE | $5,129 | $3,535+45.1% | $2,521+103.4% | $2,707+89.5% |
| Participant deferral / active EE | $5,109 | $5,976-14.5% | $4,049+26.2% | $4,246+20.3% |
| Admin fee / account holder | $107 | $81+31.8% | $7,497-98.6% | $76+41.7% |