Filed January 28, 2002 (most recent of 4 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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $142,678 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $73,413 |
KPMG LLP3 years Service code 99 · EIN 13-5565207 | Other Fees | $43,050 |
FRANCIS LLC3 years Service code 16 · EIN 90-0142264 | Consulting | $13,500 |
NEPC, LLC4 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $9,519 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,582 | $140,769-64.8% | $156,263-68.3% | $140,769-64.8% |
| Participation rate | 93.0% | 74.2%+18.8pp | 78.9%+14.1pp | 74.2%+18.8pp |
| Annual return | 15.95% | 16.82%-0.9pp | 59.47%-43.5pp | 16.82%-0.9pp |
| Employer contribution / active EE | $1,554 | $3,906-60.2% | $4,333-64.1% | $3,906-60.2% |
| Participant deferral / active EE | $2,958 | $6,717-56.0% | $6,158-52.0% | $6,717-56.0% |
| Admin fee / account holder | $16 | $229-92.9% | $14,255-99.9% | $229-92.9% |