Filed August 15, 2003
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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,725 |
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 | $110,305 | $94,529+16.7% | $140,016-21.2% | $64,186+71.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 0.48% | 7.77%-7.3pp | 651.12%-650.6pp | 7.63%-7.2pp |
| Employer contribution / active EE | $5,661 | $3,812+48.5% | $5,606+1.0% | $2,381+137.8% |
| Participant deferral / active EE | $6,148 | $5,250+17.1% | $6,927-11.2% | $3,470+77.2% |
| Admin fee / account holder | $85 | $6,741-98.7% | $10,705-99.2% | $4,888-98.3% |