Filed June 27, 2001
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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $283,324 |
FRANCIS LLC2 years Service code 26 · EIN 90-0142264 | Advisory (Participants) | $186,526 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $118,012 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $11,740 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,230 | $89,178+7.9% | $91,541+5.1% | $102,872-6.5% |
| Participation rate | 94.7% | 79.7%+15.0pp | 69.8%+24.9pp | 73.0%+21.7pp |
| Annual return | 15.87% | 14.52%+1.3pp | 20.50%-4.6pp | 19.06%-3.2pp |
| Employer contribution / active EE | $3,531 | $3,455+2.2% | $2,505+41.0% | $3,526+0.1% |
| Participant deferral / active EE | $5,211 | $4,657+11.9% | $4,008+30.0% | $5,535-5.8% |
| Admin fee / account holder | $167 | $134+24.3% | $6,956-97.6% | $292-43.0% |