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.2 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $64,390 |
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 | $41,173 | $46,173-10.8% | $170,442-75.8% | $69,631-40.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.03% | 21.62%-4.6pp | 205.93%-188.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $2,203 | $1,610+36.8% | $5,433-59.5% | $2,032+8.4% |
| Participant deferral / active EE | $4,224 | $2,080+103.1% | $4,939-14.5% | $3,224+31.0% |
| Admin fee / account holder | $73 | $116-37.5% | $13,880-99.5% | $110-34.3% |