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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $25,162 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,450 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,904 | $64,612+444.6% | $86,436+307.1% | $64,808+443.0% |
| Participation rate | 97.5% | 81.5%+16.0pp | 80.3%+17.1pp | 71.5%+26.0pp |
| Annual return | -15.91% | 0.66%-16.6pp | 4394.89%-4410.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $16,184 | $2,744+489.7% | $3,769+329.5% | $2,506+545.9% |
| Participant deferral / active EE | $16,577 | $7,497+121.1% | $6,952+138.5% | $4,310+284.6% |
| Admin fee / account holder | $49 | $169-70.9% | $6,731-99.3% | $188-73.8% |