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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,416 |
ATLANTA CAPITAL MANAGEMENT3 years Filed as: ATLANTA CONSULTING GROUP Service code 51 · EIN 81-5358976 | Investment Mgmt Fees | $29,657 |
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 | $165,338 | $79,519+107.9% | $95,952+72.3% | $73,409+125.2% |
| Participation rate | 92.9% | 81.2%+11.7pp | 77.1%+15.8pp | 72.2%+20.7pp |
| Annual return | 13.39% | 19.20%-5.8pp | 91.61%-78.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $3,572 | $2,048+74.4% | $2,541+40.6% | $2,234+59.9% |
| Participant deferral / active EE | $4,042 | $4,138-2.3% | $4,167-3.0% | $3,805+6.2% |
| Admin fee / account holder | $138 | $184-24.9% | $6,795-98.0% | $158-12.3% |