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 15 · EIN 23-1945930 | Recordkeeping | $51,039 |
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 | $27,199 | $38,058-28.5% | $169,463-84.0% | $75,289-63.9% |
| Participation rate | 91.1% | 65.1%+26.0pp | 77.8%+13.3pp | 72.4%+18.7pp |
| Annual return | -3.62% | -2.88%-0.7pp | 1.83%-5.4pp | -0.04%-3.6pp |
| Employer contribution / active EE | $1,083 | $1,478-26.7% | $4,159-74.0% | $2,405-55.0% |
| Participant deferral / active EE | $2,724 | $3,201-14.9% | $5,277-48.4% | $3,739-27.1% |
| Admin fee / account holder | $19 | $85-77.3% | $9,109-99.8% | $102-81.1% |