Filed January 7, 2005
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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,166 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $354,720 | $136,307+160.2% | $177,821+99.5% | $73,488+382.7% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.7%+10.0pp | 70.7%+27.0pp |
| Annual return | 13.78% | 18.68%-4.9pp | 48.32%-34.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $12,013 | $3,712+223.6% | $5,918+103.0% | $2,270+429.2% |
| Participant deferral / active EE | $12,491 | $5,829+114.3% | $7,714+61.9% | $3,740+234.0% |
| Admin fee / account holder | $37 | $596-93.7% | $12,427-99.7% | $513-92.7% |