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 Service code 16 · EIN 23-1945930 | Consulting | $29,083 |
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 | $136,951 | $42,810+219.9% | $169,463-19.2% | $55,725+145.8% |
| Participation rate | 97.8% | 64.7%+33.0pp | 77.8%+20.0pp | 70.9%+26.9pp |
| Annual return | -3.62% | -3.61%0pp | 1.83%-5.5pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,889 | $1,402+106.1% | $4,159-30.5% | $2,078+39.0% |
| Participant deferral / active EE | $7,641 | $3,141+143.2% | $5,277+44.8% | $3,356+127.7% |
| Admin fee / account holder | $39 | $106-63.4% | $9,109-99.6% | $115-66.1% |