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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,995 |
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 | $86,625 | $88,874-2.5% | $123,544-29.9% | $75,289+15.1% |
| Participation rate | 97.2% | 75.9%+21.4pp | 82.3%+14.9pp | 72.4%+24.8pp |
| Annual return | -2.66% | 4.22%-6.9pp | 119.20%-121.9pp | -0.04%-2.6pp |
| Employer contribution / active EE | $4,077 | $3,256+25.2% | $4,628-11.9% | $2,405+69.5% |
| Participant deferral / active EE | $7,471 | $6,174+21.0% | $6,426+16.3% | $3,739+99.8% |
| Admin fee / account holder | $1 | $95-99.0% | $9,284-100.0% | $102-99.1% |