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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $225,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $50,386 | $82,683-39.1% | $133,980-62.4% | $65,292-22.8% |
| Participation rate | 51.7% | 87.3%-35.7pp | 87.1%-35.4pp | 72.4%-20.8pp |
| Annual return | 7.59% | 9.63%-2.0pp | 29.30%-21.7pp | 11.84%-4.3pp |
| Employer contribution / active EE | $1,479 | $3,583-58.7% | $5,211-71.6% | $2,302-35.8% |
| Participant deferral / active EE | $1,741 | $5,190-66.5% | $6,282-72.3% | $3,579-51.3% |
| Admin fee / account holder | $56 | $66-14.4% | $9,324-99.4% | $57-1.9% |