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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,003 | $123,793+11.5% | $177,821-22.4% | $79,858+72.8% |
| Participation rate | 98.9% | 84.7%+14.3pp | 87.7%+11.2pp | 69.6%+29.3pp |
| Annual return | 15.26% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $6,174 | $4,095+50.7% | $5,918+4.3% | $2,471+149.9% |
| Participant deferral / active EE | $6,233 | $5,956+4.7% | $7,714-19.2% | $3,740+66.7% |
| Admin fee / account holder | $82 | $7,243-98.9% | $12,427-99.3% | $5,306-98.5% |