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 7-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 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $75,787 |
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 | $25,176 | $36,916-31.8% | $156,549-83.9% | $57,658-56.3% |
| Participation rate | 99.8% | 63.4%+36.4pp | 84.0%+15.8pp | 70.2%+29.6pp |
| Annual return | 3.88% | 12.38%-8.5pp | 32.23%-28.3pp | 5.13%-1.2pp |
| Employer contribution / active EE | $1,777 | $1,571+13.1% | $5,501-67.7% | $1,974-10.0% |
| Participant deferral / active EE | $3,260 | $1,926+69.3% | $4,871-33.1% | $3,061+6.5% |
| Admin fee / account holder | $60 | $82-27.7% | $13,027-99.5% | $95-36.9% |