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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $492,258 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $179,865 |
BEMANAGED5 years Filed as: BEMANAGED, INC. Service code 26 · EIN 59-3835428 | Advisory (Participants) | $162,707 |
CAP FINANCIAL PARTNERS, LLC4 years Service code 16 · EIN 26-0058143 | Consulting | $37,500 |
BDO USA, LLP6 years Service code 10 · EIN 13-5381590 | Accounting | $23,860 |
WATKINS ROSS3 years Filed as: WATKINS ROSS & CO. Service code 10 · EIN 38-1477362 | Accounting | $10,500 |
THE VANGUARD GROUP, INC.7+ 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 | $113,872 | $106,087+7.3% | $86,677+31.4% | $78,044+45.9% |
| Participation rate | 97.9% | 89.6%+8.3pp | 76.6%+21.3pp | 74.4%+23.5pp |
| Annual return | 7.76% | -14.87%+22.6pp | 35.91%-28.2pp | 10.87%-3.1pp |
| Employer contribution / active EE | $3,622 | $4,110-11.9% | $2,836+27.7% | $3,125+15.9% |
| Participant deferral / active EE | $3,968 | $6,851-42.1% | $4,656-14.8% | $5,084-22.0% |
| Admin fee / account holder | $86 | $81+5.7% | $7,493-98.9% | $79+8.8% |