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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,602 |
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 | $158,397 | $42,582+272.0% | $171,082-7.4% | $57,658+174.7% |
| Participation rate | 98.7% | 63.9%+34.8pp | 76.7%+22.0pp | 70.2%+28.5pp |
| Annual return | 7.60% | 308.67%-301.1pp | 32.56%-25.0pp | 5.13%+2.5pp |
| Employer contribution / active EE | $3,002 | $1,306+129.9% | $4,002-25.0% | $1,974+52.1% |
| Participant deferral / active EE | $7,764 | $2,933+164.7% | $4,797+61.8% | $3,061+153.7% |
| Admin fee / account holder | $26 | $82-68.6% | $8,520-99.7% | $95-72.7% |