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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,767 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,668 | $72,254+114.1% | $86,677+78.4% | $64,808+138.7% |
| Participation rate | 93.4% | 80.4%+13.0pp | 76.6%+16.8pp | 71.5%+21.9pp |
| Annual return | -14.04% | 392.42%-406.5pp | 35.91%-49.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,241 | $2,393-6.3% | $2,836-21.0% | $2,506-10.6% |
| Participant deferral / active EE | $8,157 | $4,658+75.1% | $4,656+75.2% | $4,310+89.2% |
| Admin fee / account holder | $102 | $174-41.2% | $7,493-98.6% | $188-45.5% |