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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,059 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,286 | $50,458+235.5% | $159,960+5.8% | $64,808+161.2% |
| Participation rate | 98.0% | 68.0%+29.9pp | 78.0%+20.0pp | 71.5%+26.5pp |
| Annual return | -13.33% | -13.42%+0.1pp | 408.60%-421.9pp | 32.82%-46.1pp |
| Employer contribution / active EE | $4,864 | $1,722+182.5% | $4,226+15.1% | $2,506+94.1% |
| Participant deferral / active EE | $9,763 | $4,004+143.8% | $6,182+57.9% | $4,310+126.5% |
| Admin fee / account holder | $64 | $706-90.9% | $8,698-99.3% | $188-65.8% |