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) | $267,754 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,300 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $8,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,247 | $96,807-72.9% | $164,866-84.1% | $106,408-75.3% |
| Participation rate | 65.5% | 79.1%-13.6pp | 78.6%-13.1pp | 69.9%-4.4pp |
| Annual return | 12.76% | 17.39%-4.6pp | 69.97%-57.2pp | 17.37%-4.6pp |
| Employer contribution / active EE | $2,963 | $2,888+2.6% | $4,343-31.8% | $3,361-11.9% |
| Participant deferral / active EE | $0 | $5,055-100.0% | $6,033-100.0% | $5,567-100.0% |
| Admin fee / account holder | $14 | $66-78.0% | $12,689-99.9% | $79-81.7% |