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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $191,864 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,085 | $88,730+1.5% | $82,313+9.4% | $77,958+15.6% |
| Participation rate | 95.7% | 84.5%+11.1pp | 76.9%+18.8pp | 71.6%+24.0pp |
| Annual return | 17.37% | 20.88%-3.5pp | 25.88%-8.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $2,394 | $2,758-13.2% | $2,428-1.4% | $2,310+3.6% |
| Participant deferral / active EE | $4,804 | $4,634+3.7% | $3,706+29.6% | $3,537+35.8% |
| Admin fee / account holder | $51 | $74-31.1% | $5,608-99.1% | $97-47.6% |