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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,195 |
Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,972 | $122,186+14.6% | $146,958-4.8% | $199,593-29.9% |
| Participation rate | 93.1% | 78.3%+14.8pp | 82.2%+10.9pp | 72.0%+21.1pp |
| Annual return | 11.51% | 30.56%-19.1pp | 418.34%-406.8pp | 34.25%-22.7pp |
| Employer contribution / active EE | $4,282 | $4,093+4.6% | $4,933-13.2% | $3,034+41.1% |
| Participant deferral / active EE | $9,709 | $8,502+14.2% | $8,070+20.3% | $5,087+90.9% |
| Admin fee / account holder | $1 | $179-99.6% | $12,998-100.0% | $269-99.7% |