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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,537 |
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 | $125,945 | $59,186+112.8% | $76,768+64.1% | $56,287+123.8% |
| Participation rate | 97.1% | 75.2%+21.9pp | 77.0%+20.1pp | 69.9%+27.3pp |
| Annual return | -3.81% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.1pp |
| Employer contribution / active EE | $4,070 | $1,759+131.4% | $2,485+63.8% | $2,111+92.8% |
| Participant deferral / active EE | $7,539 | $3,255+131.6% | $3,852+95.7% | $3,350+125.1% |
| Admin fee / account holder | $93 | $489-81.0% | $6,675-98.6% | $521-82.2% |