Filed October 18, 2004 (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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,847 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,400 | $112,315-16.0% | $81,367+16.0% | $55,191+71.0% |
| Participation rate | 91.7% | 88.0%+3.7pp | 82.3%+9.5pp | 69.2%+22.6pp |
| Annual return | -2.30% | 0.62%-2.9pp | -0.92%-1.4pp | 10.78%-13.1pp |
| Employer contribution / active EE | $1,985 | $4,239-53.2% | $3,930-49.5% | $1,899+4.6% |
| Participant deferral / active EE | $6,739 | $6,435+4.7% | $5,383+25.2% | $3,046+121.2% |
| Admin fee / account holder | $47 | $83-43.5% | $8,926-99.5% | $91-48.1% |