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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $279,990 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,785 | $69,744-61.6% | $110,238-75.7% | $68,904-61.1% |
| Participation rate | 89.9% | 83.4%+6.5pp | 79.8%+10.1pp | 74.1%+15.8pp |
| Annual return | -3.32% | -2.58%-0.7pp | 314.74%-318.1pp | 1.07%-4.4pp |
| Employer contribution / active EE | $1,005 | $2,204-54.4% | $3,826-73.7% | $2,540-60.4% |
| Participant deferral / active EE | $2,020 | $4,131-51.1% | $4,672-56.8% | $4,015-49.7% |
| Admin fee / account holder | $22 | $67-67.1% | $8,547-99.7% | $71-69.1% |