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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,975 |
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 | $124,192 | $62,324+99.3% | $68,509+81.3% | $55,191+125.0% |
| Participation rate | 99.8% | 78.9%+20.9pp | 74.7%+25.1pp | 69.2%+30.6pp |
| Annual return | 1.02% | 4.26%-3.2pp | 8.27%-7.3pp | 10.78%-9.8pp |
| Employer contribution / active EE | $4,873 | $2,223+119.2% | $2,278+113.9% | $1,899+156.6% |
| Participant deferral / active EE | $7,903 | $3,425+130.7% | $3,382+133.7% | $3,046+159.4% |
| Admin fee / account holder | $3 | $91-96.7% | $5,275-99.9% | $91-96.6% |