Filed October 18, 2004
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 | $342,295 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $251,677 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,484 | $76,173+51.6% | $81,382+41.9% | $199,593-42.1% |
| Participation rate | 97.8% | 76.3%+21.6pp | 69.5%+28.3pp | 72.0%+25.9pp |
| Annual return | 12.93% | 15.59%-2.7pp | 24.73%-11.8pp | 34.25%-21.3pp |
| Employer contribution / active EE | $4,044 | $2,792+44.8% | $2,463+64.2% | $3,034+33.3% |
| Participant deferral / active EE | $7,485 | $4,201+78.1% | $3,883+92.8% | $5,087+47.1% |
| Admin fee / account holder | $162 | $146+11.0% | $5,768-97.2% | $269-39.7% |