Filed July 22, 2003 (most recent of 2 filings on file)
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.1+ years Service code 99 | Other Fees | $0 |
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 | $227,274 | $55,182+311.9% | $73,307+210.0% | $55,191+311.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 74.9%+25.1pp | 69.2%+30.8pp |
| Annual return | 0.89% | 8.55%-7.7pp | 5.67%-4.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $12,175 | $1,935+529.3% | $3,237+276.1% | $1,899+541.2% |
| Participant deferral / active EE | $12,453 | $4,641+168.3% | $4,991+149.5% | $3,046+308.8% |
| Admin fee / account holder | $0 | $68-100.0% | $5,637-100.0% | $91-100.0% |