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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $39,172 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,877 | $56,638+242.3% | $169,368+14.5% | $74,419+160.5% |
| Participation rate | 97.8% | 67.5%+30.3pp | 77.1%+20.6pp | 70.7%+27.0pp |
| Annual return | 18.54% | 24.75%-6.2pp | 405.60%-387.1pp | 34.38%-15.8pp |
| Employer contribution / active EE | $5,097 | $2,027+151.5% | $4,013+27.0% | $2,637+93.2% |
| Participant deferral / active EE | $10,454 | $4,223+147.6% | $6,221+68.0% | $4,528+130.9% |
| Admin fee / account holder | $73 | $307-76.1% | $9,003-99.2% | $348-79.0% |