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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,783 |
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 | $96,398 | $122,709-21.4% | $88,497+8.9% | $57,658+67.2% |
| Participation rate | 99.6% | 89.9%+9.8pp | 82.4%+17.2pp | 70.2%+29.4pp |
| Annual return | 5.46% | 10.63%-5.2pp | 7.63%-2.2pp | 5.13%+0.3pp |
| Employer contribution / active EE | $2,535 | $4,531-44.1% | $4,036-37.2% | $1,974+28.4% |
| Participant deferral / active EE | $7,671 | $6,704+14.4% | $4,899+56.6% | $3,061+150.6% |
| Admin fee / account holder | $32 | $93-65.1% | $6,220-99.5% | $95-65.8% |