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 | $2,000 |
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 | $89,565 | $72,770+23.1% | $67,652+32.4% | $55,191+62.3% |
| Participation rate | 99.0% | 78.8%+20.2pp | 75.7%+23.4pp | 69.2%+29.9pp |
| Annual return | 0.23% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $3,790 | $1,769+114.2% | $2,266+67.3% | $1,899+99.6% |
| Participant deferral / active EE | $6,197 | $3,408+81.8% | $3,560+74.1% | $3,046+103.4% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |