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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,810 | $43,999+372.3% | $79,464+161.5% | $55,725+272.9% |
| Participation rate | 99.3% | 66.9%+32.4pp | 73.3%+26.0pp | 70.9%+28.5pp |
| Annual return | -4.78% | 1.81%-6.6pp | 718.14%-722.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $14,078 | $1,830+669.5% | $2,800+402.7% | $2,078+577.4% |
| Participant deferral / active EE | $9,736 | $2,538+283.6% | $3,704+162.9% | $3,356+190.1% |
| Admin fee / account holder | $4 | $118-96.6% | $5,113-99.9% | $115-96.6% |