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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,584 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,443 | $122,239+194.9% | $184,203+95.7% | $74,495+383.9% |
| Participation rate | 96.3% | 85.5%+10.8pp | 86.8%+9.5pp | 67.2%+29.1pp |
| Annual return | 15.74% | 19.95%-4.2pp | 28.81%-13.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $11,553 | $4,537+154.6% | $6,427+79.7% | $2,623+340.4% |
| Participant deferral / active EE | $12,276 | $7,139+72.0% | $9,131+34.4% | $4,346+182.5% |
| Admin fee / account holder | $42 | $1,260-96.7% | $13,901-99.7% | $1,942-97.8% |