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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,297 |
ATLANTA CAPITAL MANAGEMENT6 years Filed as: ATLANTA CONSULTING GROUP Service code 51 · EIN 81-5338976 | Investment Mgmt Fees | $22,279 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,728 | $99,078+2.7% | $96,544+5.4% | $74,419+36.7% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.0%+18.1pp | 70.7%+23.4pp |
| Annual return | 16.31% | 22.48%-6.2pp | 25.84%-9.5pp | 34.38%-18.1pp |
| Employer contribution / active EE | $3,455 | $2,570+34.4% | $2,965+16.5% | $2,637+31.0% |
| Participant deferral / active EE | $3,882 | $4,933-21.3% | $4,851-20.0% | $4,528-14.3% |
| Admin fee / account holder | $93 | $225-58.5% | $8,252-98.9% | $348-73.2% |