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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $44,039 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,630 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,099 | $83,884+242.3% | $64,056+348.2% | $74,419+285.8% |
| Participation rate | 99.3% | 76.6%+22.7pp | 72.3%+27.0pp | 70.7%+28.5pp |
| Annual return | 18.41% | 16.57%+1.8pp | 33.69%-15.3pp | 34.38%-16.0pp |
| Employer contribution / active EE | $16,844 | $3,084+446.3% | $2,747+513.3% | $2,637+538.7% |
| Participant deferral / active EE | $11,041 | $3,692+199.1% | $3,880+184.6% | $4,528+143.8% |
| Admin fee / account holder | $61 | $196-68.7% | $3,068-98.0% | $348-82.4% |