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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,324 |
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 | $201,733 | $56,152+259.3% | $185,823+8.6% | $73,409+174.8% |
| Participation rate | 98.4% | 67.6%+30.8pp | 78.0%+20.3pp | 72.2%+26.2pp |
| Annual return | 21.96% | 17.59%+4.4pp | 35.95%-14.0pp | 59.29%-37.3pp |
| Employer contribution / active EE | $3,844 | $1,532+150.9% | $4,087-6.0% | $2,234+72.1% |
| Participant deferral / active EE | $9,866 | $3,659+169.6% | $5,632+75.2% | $3,805+159.2% |
| Admin fee / account holder | $56 | $132-57.9% | $9,500-99.4% | $158-64.8% |