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 ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $163,561 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,340 |
KPMG LLP4 years Filed as: KPMG, LLP Service code 99 · EIN 13-5565207 | Other Fees | $27,200 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $6,423 |
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 | $20,746 | $80,242-74.1% | $119,609-82.7% | $89,394-76.8% |
| Participation rate | 77.5% | 78.3%-0.7pp | 79.3%-1.7pp | 71.3%+6.3pp |
| Annual return | -15.12% | -12.97%-2.2pp | -14.97%-0.1pp | -11.89%-3.2pp |
| Employer contribution / active EE | $3,256 | $2,684+21.3% | $4,232-23.1% | $3,022+7.7% |
| Participant deferral / active EE | $0 | $4,686-100.0% | $5,602-100.0% | $5,123-100.0% |
| Admin fee / account holder | $12 | $66-81.4% | $10,323-99.9% | $79-84.4% |