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 Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $2,903,407 |
KPMG LLP1 year Filed as: KPMG Service code 99 · EIN 13-5565207 | Other Fees | $36,179 |
THE VANGUARD GROUP, INC.1 year Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $200,582 | $85,938+133.4% | $125,175+60.2% | $89,569+123.9% |
| Participation rate | 96.3% | 73.9%+22.5pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 15.56% | 20.69%-5.1pp | 43.79%-28.2pp | 34.56%-19.0pp |
| Employer contribution / active EE | $0 | $2,681-100.0% | $3,865-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,267 | $3,818+64.2% | $4,937+26.9% | $4,220+48.5% |
| Admin fee / account holder | $88 | $56+56.9% | $9,702-99.1% | $72+23.6% |