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.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $9,109 |
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 | $68,346 | $72,554-5.8% | $138,135-50.5% | $73,488-7.0% |
| Participation rate | 97.8% | 74.8%+23.0pp | 78.7%+19.1pp | 70.7%+27.1pp |
| Annual return | 12.19% | 17.50%-5.3pp | 20.51%-8.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $4,944 | $3,511+40.8% | $5,587-11.5% | $2,270+117.8% |
| Participant deferral / active EE | $5,771 | $4,908+17.6% | $6,431-10.3% | $3,740+54.3% |
| Admin fee / account holder | $65 | $464-86.1% | $11,856-99.5% | $513-87.4% |