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.5 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,876 |
Filed as: FIDELITY INVTMNTS INSTITTNL OPS LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,206 | $87,013+62.3% | $106,213+32.9% | $80,856+74.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.41% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $13,202 | $2,395+451.2% | $3,171+316.3% | $2,755+379.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $50 | $8,431-99.4% | $11,033-99.5% | $6,918-99.3% |