Filed October 18, 2004 (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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $185,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,133 | $75,760-36.5% | $123,104-60.9% | $59,188-18.7% |
| Participation rate | 97.5% | 86.0%+11.5pp | 86.8%+10.7pp | 69.4%+28.1pp |
| Annual return | -0.14% | 2.93%-3.1pp | 13.22%-13.4pp | 5.51%-5.6pp |
| Employer contribution / active EE | $2,713 | $3,415-20.6% | $5,151-47.3% | $2,098+29.3% |
| Participant deferral / active EE | $3,239 | $5,000-35.2% | $6,230-48.0% | $3,265-0.8% |
| Admin fee / account holder | $48 | $61-20.6% | $9,015-99.5% | $92-47.7% |