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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,066 |
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 | $79,546 | $85,635-7.1% | $123,892-35.8% | $63,975+24.3% |
| Participation rate | 97.1% | 74.9%+22.2pp | 81.4%+15.7pp | 71.1%+26.0pp |
| Annual return | 7.44% | 15.74%-8.3pp | 47.52%-40.1pp | 48.65%-41.2pp |
| Employer contribution / active EE | $3,889 | $3,076+26.4% | $4,617-15.8% | $2,182+78.3% |
| Participant deferral / active EE | $6,284 | $5,667+10.9% | $5,984+5.0% | $3,356+87.2% |
| Admin fee / account holder | $1 | $75-98.9% | $8,357-100.0% | $70-98.8% |