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.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,305,076 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $781,684 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 99 · EIN 53-0181291 | Other Fees | $18,750 |
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 | $208,651 | $107,401+94.3% | $146,665+42.3% | $106,520+95.9% |
| Participation rate | 96.9% | 78.6%+18.3pp | 80.1%+16.8pp | 71.3%+25.6pp |
| Annual return | 19.46% | 18.50%+1.0pp | 22.74%-3.3pp | 19.28%+0.2pp |
| Employer contribution / active EE | $3,054 | $2,794+9.3% | $4,136-26.2% | $2,840+7.5% |
| Participant deferral / active EE | $6,457 | $4,619+39.8% | $5,506+17.3% | $4,948+30.5% |
| Admin fee / account holder | $72 | $65+11.5% | $10,280-99.3% | $75-3.2% |