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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,074 |
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 | $411,242 | $132,049+211.4% | $200,582+105.0% | $74,304+453.5% |
| Participation rate | 98.2% | 84.1%+14.1pp | 86.9%+11.3pp | 60.3%+37.8pp |
| Annual return | 17.13% | 22.22%-5.1pp | 42.33%-25.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $12,327 | $4,558+170.5% | $6,419+92.1% | $2,241+450.0% |
| Participant deferral / active EE | $13,226 | $7,213+83.4% | $9,331+41.7% | $3,767+251.1% |
| Admin fee / account holder | $39 | $2,405-98.4% | $16,305-99.8% | $2,969-98.7% |