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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $319,602 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $222,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,399 | $73,034+42.9% | $77,163+35.3% | $80,160+30.2% |
| Participation rate | 97.7% | 78.1%+19.6pp | 69.6%+28.2pp | 72.9%+24.8pp |
| Annual return | 17.82% | 18.56%-0.7pp | 37.87%-20.1pp | 40.38%-22.6pp |
| Employer contribution / active EE | $3,376 | $2,779+21.5% | $2,535+33.2% | $2,978+13.4% |
| Participant deferral / active EE | $6,884 | $4,140+66.3% | $3,833+79.6% | $5,017+37.2% |
| Admin fee / account holder | $147 | $104+41.7% | $5,472-97.3% | $145+1.4% |