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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $230,269 |
NEPC, LLC1 year Filed as: NEPC LLP Service code 16 · EIN 26-1429809 | Consulting | $160,853 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $123,895 |
KPMG LLP1 year Filed as: KPMG LLC Service code 99 · EIN 13-5565207 | Other Fees | $111,400 |
FRANCIS LLC1 year Filed as: FRANCIS, LLC Service code 16 · EIN 90-0142264 | Consulting | $27,000 |
Service code 99 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $45,092 | $96,807-53.4% | $164,813-72.6% | $106,382-57.6% |
| Participation rate | 92.9% | 79.1%+13.8pp | 78.6%+14.3pp | 69.9%+23.0pp |
| Annual return | 15.14% | 17.39%-2.2pp | 69.93%-54.8pp | 17.37%-2.2pp |
| Employer contribution / active EE | $1,571 | $2,888-45.6% | $4,341-63.8% | $3,364-53.3% |
| Participant deferral / active EE | $2,949 | $5,055-41.7% | $6,031-51.1% | $5,569-47.0% |
| Admin fee / account holder | $46 | $66-30.0% | $12,690-99.6% | $79-41.9% |