Filed October 18, 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 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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,446 | $130,224-6.0% | $197,124-37.9% | $79,634+53.8% |
| Participation rate | 98.3% | 87.8%+10.5pp | 86.7%+11.6pp | 62.5%+35.8pp |
| Annual return | 15.03% | 23.65%-8.6pp | 44.34%-29.3pp | 36.46%-21.4pp |
| Employer contribution / active EE | $3,713 | $4,314-13.9% | $6,227-40.4% | $2,529+46.8% |
| Participant deferral / active EE | $5,005 | $7,378-32.2% | $9,135-45.2% | $3,835+30.5% |
| Admin fee / account holder | $15 | $254-94.1% | $16,298-99.9% | $1,002-98.5% |