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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,349 |
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 | $140,887 | $65,376+115.5% | $87,100+61.8% | $65,185+116.1% |
| Participation rate | 98.4% | 75.3%+23.0pp | 76.9%+21.5pp | 70.2%+28.2pp |
| Annual return | 26.35% | 31.27%-4.9pp | 28.19%-1.8pp | 29.38%-3.0pp |
| Employer contribution / active EE | $4,123 | $1,822+126.2% | $2,521+63.5% | $2,177+89.4% |
| Participant deferral / active EE | $7,798 | $3,388+130.1% | $4,049+92.6% | $3,514+121.9% |
| Admin fee / account holder | $80 | $520-84.6% | $7,497-98.9% | $847-90.5% |