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 ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $157,885 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,209 |
KPMG LLP3 years Filed as: KPMG, LLP Service code 16 · EIN 13-5565207 | Consulting | $38,000 |
STACY J ALLEN2 years Service code 16 · EIN 46-4135565 | Consulting | $11,667 |
WILLIS TOWERS WATSON US LLC2 years Service code 99 · EIN 53-0181291 | Other Fees | $11,436 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,285 | $107,401-79.3% | $146,665-84.8% | $106,520-79.1% |
| Participation rate | 80.6% | 78.6%+1.9pp | 80.1%+0.5pp | 71.3%+9.2pp |
| Annual return | 12.63% | 18.50%-5.9pp | 22.74%-10.1pp | 19.28%-6.7pp |
| Employer contribution / active EE | $3,197 | $2,794+14.4% | $4,136-22.7% | $2,840+12.5% |
| Participant deferral / active EE | $0 | $4,619-100.0% | $5,506-100.0% | $4,948-100.0% |
| Admin fee / account holder | $14 | $65-78.4% | $10,280-99.9% | $75-81.3% |