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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,850 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CONSULTING GROUP Service code 51 · EIN 81-5358976 | Investment Mgmt Fees | $34,585 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,308 | $73,404+123.8% | $87,100+88.6% | $67,579+143.1% |
| Participation rate | 93.2% | 80.9%+12.3pp | 76.9%+16.3pp | 71.3%+21.9pp |
| Annual return | 16.48% | 48.29%-31.8pp | 28.19%-11.7pp | 378.56%-362.1pp |
| Employer contribution / active EE | $3,883 | $2,014+92.8% | $2,521+54.0% | $2,148+80.8% |
| Participant deferral / active EE | $4,396 | $3,913+12.4% | $4,049+8.6% | $3,539+24.2% |
| Admin fee / account holder | $141 | $142-0.1% | $7,497-98.1% | $142-0.6% |