Filed April 15, 2005 (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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $49,950 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,106 | $62,624+225.9% | $177,989+14.7% | $77,643+162.9% |
| Participation rate | 98.1% | 66.8%+31.2pp | 77.1%+21.0pp | 70.6%+27.5pp |
| Annual return | 14.53% | 16.16%-1.6pp | 294.48%-280.0pp | 31.24%-16.7pp |
| Employer contribution / active EE | $6,283 | $1,909+229.2% | $3,949+59.1% | $2,726+130.5% |
| Participant deferral / active EE | $10,280 | $4,219+143.6% | $6,276+63.8% | $4,647+121.2% |
| Admin fee / account holder | $112 | $386-70.9% | $10,363-98.9% | $430-73.9% |