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.3+ years Service code 99 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,545 | $65,592+306.4% | $90,160+195.6% | $69,631+282.8% |
| Participation rate | 98.4% | 77.6%+20.8pp | 76.9%+21.6pp | 70.7%+27.8pp |
| Annual return | 18.57% | 57.10%-38.5pp | 34.88%-16.3pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $12,233 | $2,193+457.8% | $3,318+268.7% | $2,032+502.0% |
| Participant deferral / active EE | $12,352 | $5,257+135.0% | $5,288+133.6% | $3,224+283.2% |
| Admin fee / account holder | $0 | $86-100.0% | $5,943-100.0% | $110-100.0% |