Filed December 29, 2000
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: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,423 | $67,703-15.2% | $127,761-55.1% | $65,185-11.9% |
| Participation rate | 97.6% | 74.5%+23.2pp | 79.0%+18.6pp | 70.2%+27.4pp |
| Annual return | 12.26% | 24.36%-12.1pp | 26.14%-13.9pp | 29.38%-17.1pp |
| Employer contribution / active EE | $4,212 | $3,724+13.1% | $4,574-7.9% | $2,177+93.5% |
| Participant deferral / active EE | $5,753 | $4,787+20.2% | $6,021-4.5% | $3,514+63.7% |
| Admin fee / account holder | $75 | $618-87.9% | $9,395-99.2% | $847-91.2% |