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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,504 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $53,546 |
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 | $55,876 | $58,644-4.7% | $177,989-68.6% | $199,593-72.0% |
| Participation rate | 99.2% | 65.5%+33.7pp | 77.1%+22.1pp | 72.0%+27.2pp |
| Annual return | 10.33% | 19.25%-8.9pp | 294.48%-284.2pp | 34.25%-23.9pp |
| Employer contribution / active EE | $3,984 | $1,801+121.2% | $3,949+0.9% | $3,034+31.3% |
| Participant deferral / active EE | $5,116 | $4,248+20.4% | $6,276-18.5% | $5,087+0.6% |
| Admin fee / account holder | $98 | $145-32.3% | $10,363-99.1% | $269-63.4% |