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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $587,116 |
BEMANAGED3 years Filed as: BEMANAGED, INC. Service code 26 · EIN 59-3835428 | Advisory (Participants) | $186,835 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $56,520 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $37,280 |
WATKINS ROSS1 year Filed as: WATKINS ROSS & CO. Service code 10 · EIN 38-1477362 | Accounting | $5,963 |
THE VANGUARD GROUP, INC.5+ 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 | $154,473 | $124,049+24.5% | $95,952+61.0% | $93,223+65.7% |
| Participation rate | 98.8% | 88.4%+10.4pp | 77.1%+21.7pp | 74.9%+23.9pp |
| Annual return | 20.16% | 22.17%-2.0pp | 91.61%-71.5pp | 19.29%+0.9pp |
| Employer contribution / active EE | $3,900 | $3,478+12.2% | $2,541+53.5% | $2,680+45.6% |
| Participant deferral / active EE | $4,884 | $6,147-20.5% | $4,167+17.2% | $4,563+7.0% |
| Admin fee / account holder | $123 | $73+69.3% | $6,795-98.2% | $79+55.4% |