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 | $103,349 |
ATLANTA CAPITAL MANAGEMENT7 years Filed as: ATLANTA CONSULTING GROUP Service code 51 · EIN 81-5338976 | Investment Mgmt Fees | $18,353 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,622 | $88,890+46.9% | $102,423+27.5% | $77,643+68.2% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.5%+17.0pp | 70.6%+22.9pp |
| Annual return | 13.43% | 24.98%-11.6pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,611 | $2,698+33.9% | $3,023+19.4% | $2,726+32.5% |
| Participant deferral / active EE | $4,350 | $5,145-15.5% | $5,053-13.9% | $4,647-6.4% |
| Admin fee / account holder | $127 | $235-46.1% | $9,451-98.7% | $430-70.5% |