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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $102,033 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $43,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,858 | $100,545-87.2% | $110,238-88.3% | $73,367-82.5% |
| Participation rate | 57.6% | 67.8%-10.2pp | 79.8%-22.3pp | 69.5%-11.9pp |
| Annual return | -5.97% | -1.49%-4.5pp | 314.74%-320.7pp | 173.45%-179.4pp |
| Employer contribution / active EE | $1,671 | $2,405-30.5% | $3,826-56.3% | $2,499-33.1% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,672-100.0% | $4,033-100.0% |
| Admin fee / account holder | $11 | $81-86.6% | $8,547-99.9% | $68-84.2% |