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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $23,448 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $400 |
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 | $271,608 | $89,808+202.4% | $100,391+170.6% | $77,643+249.8% |
| Participation rate | 96.5% | 81.2%+15.3pp | 81.5%+15.1pp | 70.6%+26.0pp |
| Annual return | 17.62% | 20.62%-3.0pp | 49.20%-31.6pp | 31.24%-13.6pp |
| Employer contribution / active EE | $10,494 | $3,039+245.3% | $3,942+166.2% | $2,726+285.0% |
| Participant deferral / active EE | $11,959 | $8,284+44.4% | $8,082+48.0% | $4,647+157.3% |
| Admin fee / account holder | $59 | $174-65.9% | $7,899-99.2% | $430-86.2% |