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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $292,545 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $206,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,317 | $61,756+51.1% | $70,092+33.1% | $77,904+19.8% |
| Participation rate | 97.6% | 79.9%+17.7pp | 70.5%+27.2pp | 73.7%+24.0pp |
| Annual return | -16.83% | -11.86%-5.0pp | 190.73%-207.6pp | 12.21%-29.0pp |
| Employer contribution / active EE | $3,267 | $2,706+20.7% | $2,559+27.7% | $2,848+14.7% |
| Participant deferral / active EE | $6,817 | $3,977+71.4% | $3,849+77.1% | $4,806+41.8% |
| Admin fee / account holder | $143 | $101+40.8% | $6,267-97.7% | $133+7.6% |