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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,317 |
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 | $94,682 | $54,762+72.9% | $90,281+4.9% | $72,985+29.7% |
| Participation rate | 97.8% | 65.1%+32.7pp | 73.3%+24.6pp | 69.5%+28.3pp |
| Annual return | 26.30% | 30.63%-4.3pp | 78.10%-51.8pp | 81.00%-54.7pp |
| Employer contribution / active EE | $3,057 | $2,092+46.1% | $2,854+7.1% | $2,440+25.3% |
| Participant deferral / active EE | $5,885 | $2,887+103.9% | $3,885+51.5% | $3,607+63.1% |
| Admin fee / account holder | $53 | $3,972-98.7% | $5,351-99.0% | $5,124-99.0% |