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.4 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $7,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,332 | $71,516+66.9% | $98,439+21.2% | $71,457+67.0% |
| Participation rate | 96.0% | 72.7%+23.3pp | 75.2%+20.9pp | 67.9%+28.1pp |
| Annual return | 16.94% | 32.41%-15.5pp | 21.16%-4.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $11,870 | $2,399+394.8% | $3,048+289.4% | $2,588+358.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $63 | $1,675-96.2% | $8,948-99.3% | $1,587-96.0% |