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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,665 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,413 | $39,859+342.6% | $78,689+124.2% | $57,658+206.0% |
| Participation rate | 99.6% | 66.1%+33.5pp | 73.6%+26.0pp | 70.2%+29.4pp |
| Annual return | 10.46% | 18.96%-8.5pp | 62.18%-51.7pp | 5.13%+5.3pp |
| Employer contribution / active EE | $12,120 | $1,786+578.7% | $2,851+325.2% | $1,974+514.0% |
| Participant deferral / active EE | $8,758 | $2,248+289.5% | $3,517+149.0% | $3,061+186.1% |
| Admin fee / account holder | $4 | $76-94.6% | $4,510-99.9% | $95-95.6% |