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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,868 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,785 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,989 | $47,722+417.6% | $82,719+198.6% | $64,808+281.1% |
| Participation rate | 99.2% | 67.6%+31.6pp | 72.6%+26.7pp | 71.5%+27.8pp |
| Annual return | -16.05% | -13.05%-3.0pp | 701.18%-717.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $17,673 | $2,179+711.1% | $3,009+487.4% | $2,506+605.3% |
| Participant deferral / active EE | $11,504 | $3,329+245.5% | $4,395+161.7% | $4,310+166.9% |
| Admin fee / account holder | $45 | $143-68.7% | $5,329-99.2% | $188-76.2% |