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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $342,645 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $209,198 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,691 | $77,197+49.9% | $86,874+33.2% | $93,030+24.4% |
| Participation rate | 98.0% | 78.2%+19.8pp | 71.6%+26.3pp | 73.9%+24.1pp |
| Annual return | 12.95% | 16.31%-3.4pp | 63.52%-50.6pp | 158.70%-145.8pp |
| Employer contribution / active EE | $3,113 | $2,514+23.8% | $2,495+24.7% | $2,706+15.0% |
| Participant deferral / active EE | $6,596 | $3,831+72.2% | $3,699+78.3% | $4,562+44.6% |
| Admin fee / account holder | $165 | $105+57.0% | $5,828-97.2% | $152+8.6% |