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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,363 |
LPL FINANCIAL4 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,831 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,072 | $79,700+26.8% | $153,485-34.1% | $74,495+35.7% |
| Participation rate | 98.4% | 69.8%+28.6pp | 77.1%+21.3pp | 67.2%+31.2pp |
| Annual return | 10.87% | 15.07%-4.2pp | 15.65%-4.8pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $5,786 | $4,016+44.1% | $5,039+14.8% | $2,623+120.6% |
| Participant deferral / active EE | $7,076 | $5,315+33.1% | $6,757+4.7% | $4,346+62.8% |
| Admin fee / account holder | $94 | $1,790-94.7% | $12,724-99.3% | $1,942-95.2% |