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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,019 | $99,078+66.6% | $96,544+70.9% | $74,419+121.7% |
| Participation rate | 92.7% | 80.7%+12.0pp | 76.0%+16.7pp | 70.7%+22.0pp |
| Annual return | 15.46% | 22.48%-7.0pp | 25.84%-10.4pp | 34.38%-18.9pp |
| Employer contribution / active EE | $2,776 | $2,570+8.0% | $2,965-6.4% | $2,637+5.3% |
| Participant deferral / active EE | $8,405 | $4,933+70.4% | $4,851+73.3% | $4,528+85.6% |
| Admin fee / account holder | $58 | $225-74.1% | $8,252-99.3% | $348-83.3% |