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.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,188,384 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $672,646 |
NEPC, LLC1 year Filed as: NEPC LLP Service code 16 · EIN 26-1429809 | Consulting | $150,638 |
KPMG LLP1 year Service code 99 · EIN 13-5565207 | Other Fees | $27,200 |
HERRONPALMER1 year Filed as: HERRONPALMER, LLC Service code 16 · EIN 46-5438594 | Consulting | $5,003 |
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 | $173,893 | $80,242+116.7% | $119,609+45.4% | $89,394+94.5% |
| Participation rate | 97.0% | 78.3%+18.7pp | 79.3%+17.7pp | 71.3%+25.7pp |
| Annual return | -8.86% | -12.97%+4.1pp | -14.97%+6.1pp | -11.89%+3.0pp |
| Employer contribution / active EE | $3,122 | $2,684+16.3% | $4,232-26.2% | $3,022+3.3% |
| Participant deferral / active EE | $6,608 | $4,686+41.0% | $5,602+18.0% | $5,123+29.0% |
| Admin fee / account holder | $66 | $66-0.5% | $10,323-99.4% | $79-16.9% |