Filed October 12, 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 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.3 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $7,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,090 | $72,607+28.2% | $90,749+2.6% | $66,914+39.1% |
| Participation rate | 97.2% | 73.7%+23.5pp | 75.7%+21.5pp | 69.8%+27.4pp |
| Annual return | -16.34% | -12.28%-4.1pp | -12.16%-4.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $12,442 | $2,369+425.3% | $2,921+326.0% | $2,544+389.0% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $60 | $707-91.5% | $8,445-99.3% | $593-89.8% |