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 | $131,799-7.1% | $200,582-39.0% | $85,563+43.1% |
| Participation rate | 98.3% | 87.9%+10.4pp | 86.9%+11.4pp | 66.0%+32.3pp |
| Annual return | 15.03% | 21.59%-6.6pp | 42.33%-27.3pp | 31.51%-16.5pp |
| Employer contribution / active EE | $3,713 | $4,532-18.1% | $6,419-42.2% | $2,654+39.9% |
| Participant deferral / active EE | $5,005 | $7,702-35.0% | $9,331-46.4% | $4,375+14.4% |
| Admin fee / account holder | $15 | $235-93.6% | $16,305-99.9% | $834-98.2% |