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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $486,150 |
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 | $107,158 | $72,066+48.7% | $81,930+30.8% | $90,288+18.7% |
| Participation rate | 97.9% | 78.9%+19.0pp | 72.0%+25.9pp | 73.4%+24.5pp |
| Annual return | 17.16% | 15.92%+1.2pp | 29.49%-12.3pp | 53.97%-36.8pp |
| Employer contribution / active EE | $2,952 | $2,335+26.4% | $4,310-31.5% | $2,524+17.0% |
| Participant deferral / active EE | $6,063 | $3,557+70.5% | $7,107-14.7% | $4,232+43.3% |
| Admin fee / account holder | $149 | $92+60.6% | $5,158-97.1% | $114+30.2% |