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 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 | $144,651 | $56,640+155.4% | $80,975+78.6% | $57,658+150.9% |
| Participation rate | 98.1% | 75.9%+22.2pp | 75.8%+22.2pp | 70.2%+27.8pp |
| Annual return | 6.57% | 19.97%-13.4pp | 17.10%-10.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,363 | $2,085+13.3% | $3,714-36.4% | $1,974+19.7% |
| Participant deferral / active EE | $8,327 | $4,944+68.4% | $5,696+46.2% | $3,061+172.1% |
| Admin fee / account holder | $0 | $87-100.0% | $5,516-100.0% | $95-100.0% |