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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $311,508 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 99 · EIN 13-5565207 | Other Fees | $35,145 |
Annual investment return 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 | $32,275 | $85,938-62.4% | $125,175-74.2% | $89,569-64.0% |
| Participation rate | 92.5% | 73.9%+18.7pp | 79.8%+12.7pp | 69.6%+23.0pp |
| Annual return | 19.37% | 20.69%-1.3pp | 43.79%-24.4pp | 34.56%-15.2pp |
| Employer contribution / active EE | $1,142 | $2,681-57.4% | $3,865-70.5% | $2,584-55.8% |
| Participant deferral / active EE | $2,281 | $3,818-40.2% | $4,937-53.8% | $4,220-45.9% |
| Admin fee / account holder | $27 | $56-52.8% | $9,702-99.7% | $72-62.8% |