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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $196,179 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,704 |
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 | $23,845 | $88,686-73.1% | $129,995-81.7% | $96,393-75.3% |
| Participation rate | 79.0% | 78.8%+0.2pp | 78.5%+0.6pp | 71.3%+7.8pp |
| Annual return | 16.70% | 17.57%-0.9pp | -137.18%+153.9pp | 22.88%-6.2pp |
| Employer contribution / active EE | $3,452 | $2,843+21.4% | $4,320-20.1% | $3,238+6.6% |
| Participant deferral / active EE | $0 | $4,908-100.0% | $5,820-100.0% | $5,455-100.0% |
| Admin fee / account holder | $12 | $60-80.0% | $10,614-99.9% | $74-83.8% |