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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,435 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,979 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,982 | $53,512-23.4% | $189,557-78.4% | $93,030-55.9% |
| Participation rate | 94.1% | 67.3%+26.8pp | 78.4%+15.6pp | 73.9%+20.2pp |
| Annual return | 11.19% | 20.32%-9.1pp | 64.17%-53.0pp | 158.70%-147.5pp |
| Employer contribution / active EE | $2,212 | $1,429+54.7% | $4,412-49.9% | $2,706-18.3% |
| Participant deferral / active EE | $3,370 | $3,748-10.1% | $6,174-45.4% | $4,562-26.1% |
| Admin fee / account holder | $44 | $95-53.4% | $9,807-99.5% | $152-70.8% |