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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,219 |
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 | $154,969 | $44,229+250.4% | $155,790-0.5% | $55,191+180.8% |
| Participation rate | 98.2% | 60.8%+37.4pp | 76.1%+22.1pp | 69.2%+29.0pp |
| Annual return | 1.03% | 0.37%+0.7pp | 71.54%-70.5pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,978 | $1,317+126.1% | $3,836-22.4% | $1,899+56.9% |
| Participant deferral / active EE | $7,866 | $2,851+175.8% | $4,797+64.0% | $3,046+158.2% |
| Admin fee / account holder | $23 | $86-73.2% | $7,478-99.7% | $91-74.5% |