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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,052 |
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 | $312,591 | $69,231+351.5% | $91,989+239.8% | $67,579+362.6% |
| Participation rate | 98.4% | 78.9%+19.5pp | 78.6%+19.8pp | 71.3%+27.1pp |
| Annual return | 27.53% | 32.03%-4.5pp | 69.02%-41.5pp | 378.56%-351.0pp |
| Employer contribution / active EE | $13,461 | $2,284+489.3% | $3,452+290.0% | $2,148+526.7% |
| Participant deferral / active EE | $12,956 | $5,854+121.3% | $5,923+118.7% | $3,539+266.1% |
| Admin fee / account holder | $2 | $107-98.1% | $7,743-100.0% | $142-98.6% |