Filed February 20, 2002
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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,430 | $38,925+309.6% | $73,843+115.9% | $55,191+188.9% |
| Participation rate | 99.4% | 66.0%+33.3pp | 73.4%+25.9pp | 69.2%+30.2pp |
| Annual return | -0.18% | 6.31%-6.5pp | 2267.84%-2268.0pp | 10.78%-11.0pp |
| Employer contribution / active EE | $11,444 | $1,695+575.2% | $2,787+310.6% | $1,899+502.7% |
| Participant deferral / active EE | $7,962 | $2,351+238.7% | $3,583+122.2% | $3,046+161.4% |
| Admin fee / account holder | $5 | $83-94.3% | $4,880-99.9% | $91-94.8% |