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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $202,023 |
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 | $111,684 | $58,758+90.1% | $70,014+59.5% | $63,975+74.6% |
| Participation rate | 93.2% | 77.5%+15.7pp | 71.8%+21.4pp | 71.1%+22.1pp |
| Annual return | 6.26% | 18.05%-11.8pp | 12.99%-6.7pp | 48.65%-42.4pp |
| Employer contribution / active EE | $1,679 | $1,973-14.9% | $2,338-28.2% | $2,182-23.0% |
| Participant deferral / active EE | $5,166 | $2,912+77.4% | $2,931+76.3% | $3,356+53.9% |
| Admin fee / account holder | $169 | $71+138.3% | $4,380-96.1% | $70+140.2% |