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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $98,867 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,921 | $54,890+113.0% | $63,517+84.1% | $59,188+97.5% |
| Participation rate | 87.1% | 75.6%+11.5pp | 71.0%+16.0pp | 69.4%+17.6pp |
| Annual return | -0.31% | 4.56%-4.9pp | -70.30%+70.0pp | 5.51%-5.8pp |
| Employer contribution / active EE | $1,603 | $1,831-12.5% | $2,322-31.0% | $2,098-23.6% |
| Participant deferral / active EE | $4,932 | $2,803+76.0% | $2,953+67.0% | $3,265+51.1% |
| Admin fee / account holder | $84 | $66+26.4% | $5,892-98.6% | $92-9.3% |