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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,747 | $55,182+153.2% | $73,307+90.6% | $55,191+153.2% |
| Participation rate | 93.3% | 73.9%+19.3pp | 74.9%+18.4pp | 69.2%+24.1pp |
| Annual return | -0.78% | 8.55%-9.3pp | 5.67%-6.4pp | 10.78%-11.6pp |
| Employer contribution / active EE | $2,002 | $1,935+3.5% | $3,237-38.2% | $1,899+5.4% |
| Participant deferral / active EE | $8,305 | $4,641+79.0% | $4,991+66.4% | $3,046+172.6% |
| Admin fee / account holder | $0 | $68-100.0% | $5,637-100.0% | $91-100.0% |