Filed June 30, 2000 (most recent of 2 filings on file)
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $392,353 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $96,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,809 | $110,299+12.2% | $102,423+20.9% | $199,593-38.0% |
| Participation rate | 95.3% | 86.3%+9.1pp | 76.5%+18.9pp | 72.0%+23.4pp |
| Annual return | 15.24% | 35.73%-20.5pp | 29.32%-14.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $4,017 | $3,603+11.5% | $3,023+32.9% | $3,034+32.4% |
| Participant deferral / active EE | $7,015 | $6,376+10.0% | $5,053+38.8% | $5,087+37.9% |
| Admin fee / account holder | $91 | $122-25.2% | $9,451-99.0% | $269-66.0% |