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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $116,330 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $42,203 |
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 | $50,192 | $50,574-0.8% | $169,368-70.4% | $80,160-37.4% |
| Participation rate | 96.0% | 67.8%+28.2pp | 77.1%+18.8pp | 72.9%+23.1pp |
| Annual return | 15.91% | 22.92%-7.0pp | 405.60%-389.7pp | 40.38%-24.5pp |
| Employer contribution / active EE | $2,021 | $1,693+19.3% | $4,013-49.6% | $2,978-32.1% |
| Participant deferral / active EE | $4,641 | $4,164+11.4% | $6,221-25.4% | $5,017-7.5% |
| Admin fee / account holder | $82 | $107-23.6% | $9,003-99.1% | $145-43.7% |