Filed February 21, 2002
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $53,055 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 51-0071687 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,309 | $56,095-8.5% | $178,490-71.3% | $90,288-43.2% |
| Participation rate | 12.6% | 65.6%-52.9pp | 81.9%-69.3pp | 73.4%-60.7pp |
| Annual return | 12.73% | 28.81%-16.1pp | 151.07%-138.3pp | 53.97%-41.2pp |
| Employer contribution / active EE | $211 | $1,572-86.6% | $5,011-95.8% | $2,524-91.7% |
| Participant deferral / active EE | $262 | $2,669-90.2% | $5,202-95.0% | $4,232-93.8% |
| Admin fee / account holder | $159 | $101+57.8% | $13,984-98.9% | $114+39.3% |