Filed August 6, 2001
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 6-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 |
|---|---|---|
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $40,000 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,836 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $20,287 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,660 | $69,305-26.9% | $82,313-38.5% | $69,631-27.2% |
| Participation rate | 93.4% | 80.3%+13.2pp | 76.9%+16.5pp | 70.7%+22.7pp |
| Annual return | 15.49% | 21.47%-6.0pp | 25.88%-10.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $570 | $1,887-69.8% | $2,428-76.5% | $2,032-72.0% |
| Participant deferral / active EE | $3,716 | $3,568+4.1% | $3,706+0.3% | $3,224+15.3% |
| Admin fee / account holder | $115 | $97+18.7% | $5,608-97.9% | $110+4.4% |