Filed January 29, 2004 (most recent of 2 filings on file)
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 9-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,700 |
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 | $76,055 | $49,177+54.7% | $79,464-4.3% | $64,186+18.5% |
| Participation rate | 98.0% | 65.0%+32.9pp | 73.3%+24.6pp | 69.6%+28.4pp |
| Annual return | -4.89% | -1.16%-3.7pp | 718.14%-723.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,798 | $2,076+34.8% | $2,800-0.1% | $2,381+17.5% |
| Participant deferral / active EE | $5,239 | $2,821+85.7% | $3,704+41.5% | $3,470+51.0% |
| Admin fee / account holder | $50 | $3,839-98.7% | $5,113-99.0% | $4,888-99.0% |