Filed December 22, 2000 (most recent of 3 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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $345,726 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $243,225 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,313 | $148,970+39.8% | $136,007+53.2% | $199,593+4.4% |
| Participation rate | 97.3% | 79.4%+18.0pp | 76.5%+20.9pp | 72.0%+25.4pp |
| Annual return | 13.14% | 27.07%-13.9pp | 579.32%-566.2pp | 34.25%-21.1pp |
| Employer contribution / active EE | $5,667 | $3,561+59.1% | $4,217+34.4% | $3,034+86.8% |
| Participant deferral / active EE | $9,421 | $6,140+53.4% | $7,025+34.1% | $5,087+85.2% |
| Admin fee / account holder | $179 | $144+24.7% | $6,858-97.4% | $269-33.3% |