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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,364 |
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,851 | $52,670+391.5% | $90,404+186.3% | $73,409+252.6% |
| Participation rate | 99.2% | 67.7%+31.6pp | 72.7%+26.5pp | 72.2%+27.1pp |
| Annual return | 16.31% | 20.70%-4.4pp | 1293.02%-1276.7pp | 59.29%-43.0pp |
| Employer contribution / active EE | $13,111 | $1,872+600.5% | $3,262+301.9% | $2,234+487.0% |
| Participant deferral / active EE | $9,513 | $2,807+238.9% | $3,963+140.0% | $3,805+150.0% |
| Admin fee / account holder | $21 | $117-81.8% | $5,611-99.6% | $158-86.5% |