Filed October 18, 2004
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,528 | $92,055+77.6% | $106,213+54.0% | $77,643+110.6% |
| Participation rate | 98.7% | 81.0%+17.7pp | 75.3%+23.4pp | 70.6%+28.1pp |
| Annual return | 14.20% | 17.91%-3.7pp | 116.14%-101.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $7,577 | $3,367+125.0% | $3,171+138.9% | $2,726+178.0% |
| Participant deferral / active EE | $10,134 | $5,386+88.2% | $5,016+102.0% | $4,647+118.1% |
| Admin fee / account holder | $2 | $219-98.9% | $11,033-100.0% | $430-99.4% |