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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $289,345 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $243,171 |
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 | $163,308 | $140,190+16.5% | $115,756+41.1% | $77,904+109.6% |
| Participation rate | 97.7% | 81.0%+16.7pp | 77.1%+20.6pp | 73.7%+24.0pp |
| Annual return | -15.14% | -13.46%-1.7pp | 143.14%-158.3pp | 12.21%-27.3pp |
| Employer contribution / active EE | $5,057 | $3,169+59.6% | $3,793+33.3% | $2,848+77.6% |
| Participant deferral / active EE | $8,421 | $5,401+55.9% | $6,254+34.7% | $4,806+75.2% |
| Admin fee / account holder | $158 | $138+14.4% | $8,124-98.1% | $133+19.5% |