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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $308,449 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $265,427 |
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 | $202,405 | $164,864+22.8% | $453,369-55.4% | $93,030+117.6% |
| Participation rate | 98.3% | 84.2%+14.1pp | 78.0%+20.3pp | 73.9%+24.4pp |
| Annual return | 13.80% | 17.89%-4.1pp | 64.40%-50.6pp | 158.70%-144.9pp |
| Employer contribution / active EE | $5,146 | $3,519+46.2% | $4,070+26.4% | $2,706+90.2% |
| Participant deferral / active EE | $8,654 | $5,690+52.1% | $6,209+39.4% | $4,562+89.7% |
| Admin fee / account holder | $175 | $104+67.8% | $11,209-98.4% | $152+15.2% |