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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $93,525 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,182 |
FRANCIS LLC1 year Service code 16 · EIN 90-0142264 | Consulting | $9,000 |
Service code 99 | Other Fees | $0 |
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 | $29,912 | $140,769-78.8% | $156,263-80.9% | $140,769-78.8% |
| Participation rate | 87.1% | 74.2%+13.0pp | 78.9%+8.2pp | 74.2%+13.0pp |
| Annual return | 16.51% | 16.82%-0.3pp | 59.47%-43.0pp | 16.82%-0.3pp |
| Employer contribution / active EE | $3,729 | $3,906-4.5% | $4,333-14.0% | $3,906-4.5% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $6,158-100.0% | $6,717-100.0% |
| Admin fee / account holder | $8 | $229-96.6% | $14,255-99.9% | $229-96.6% |