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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,415 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,924 | $48,471+238.2% | $182,532-10.2% | $67,579+142.6% |
| Participation rate | 98.3% | 67.2%+31.1pp | 78.0%+20.3pp | 71.3%+27.0pp |
| Annual return | 19.72% | 31.08%-11.4pp | 148.54%-128.8pp | 378.56%-358.8pp |
| Employer contribution / active EE | $3,390 | $1,461+132.0% | $4,076-16.8% | $2,148+57.8% |
| Participant deferral / active EE | $8,934 | $3,324+168.7% | $5,524+61.7% | $3,539+152.4% |
| Admin fee / account holder | $42 | $151-72.4% | $8,592-99.5% | $142-70.6% |