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) | $2,530,046 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $821,284 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $160,854 |
KPMG LLP2 years Filed as: KPMG LLC Service code 99 · EIN 13-5565207 | Other Fees | $111,400 |
FRANCIS LLC1 year Service code 16 · EIN 90-0142264 | Consulting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $209,695 | $96,807+116.6% | $164,813+27.2% | $106,382+97.1% |
| Participation rate | 96.4% | 79.1%+17.3pp | 78.6%+17.8pp | 69.9%+26.5pp |
| Annual return | 11.46% | 17.39%-5.9pp | 69.93%-58.5pp | 17.37%-5.9pp |
| Employer contribution / active EE | $3,337 | $2,888+15.5% | $4,341-23.1% | $3,364-0.8% |
| Participant deferral / active EE | $7,595 | $5,055+50.2% | $6,031+25.9% | $5,569+36.4% |
| Admin fee / account holder | $82 | $66+24.8% | $12,690-99.4% | $79+3.6% |