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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,940 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,365 | $88,890+107.4% | $102,423+80.0% | $77,643+137.5% |
| Participation rate | 88.9% | 80.9%+7.9pp | 76.5%+12.4pp | 70.6%+18.3pp |
| Annual return | 12.66% | 24.98%-12.3pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $4,981 | $2,698+84.6% | $3,023+64.7% | $2,726+82.7% |
| Participant deferral / active EE | $8,871 | $5,145+72.4% | $5,053+75.6% | $4,647+90.9% |
| Admin fee / account holder | $75 | $235-68.3% | $9,451-99.2% | $430-82.7% |