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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $69,673 |
ATLANTA CAPITAL MANAGEMENT4 years Filed as: ATLANTA CONSULTING GROUP Service code 51 · EIN 81-5358976 | Investment Mgmt Fees | $26,252 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,168 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,324 | $185,342-22.7% | $111,297+28.8% | $86,799+65.1% |
| Participation rate | 92.2% | 81.0%+11.2pp | 77.3%+14.9pp | 72.3%+19.9pp |
| Annual return | 10.12% | 500.80%-490.7pp | 54.65%-44.5pp | 97.91%-87.8pp |
| Employer contribution / active EE | $3,099 | $2,246+38.0% | $2,731+13.5% | $2,405+28.8% |
| Participant deferral / active EE | $3,490 | $4,458-21.7% | $4,487-22.2% | $4,131-15.5% |
| Admin fee / account holder | $112 | $255-56.2% | $7,964-98.6% | $170-34.0% |