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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $125,430 |
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 | $104,773 | $120,075-12.7% | $90,782+15.4% | $55,725+88.0% |
| Participation rate | 95.1% | 88.0%+7.1pp | 82.7%+12.4pp | 70.9%+24.2pp |
| Annual return | -6.67% | -3.47%-3.2pp | -3.42%-3.2pp | 244.93%-251.6pp |
| Employer contribution / active EE | $2,305 | $4,693-50.9% | $4,105-43.9% | $2,078+10.9% |
| Participant deferral / active EE | $9,713 | $6,826+42.3% | $5,366+81.0% | $3,356+189.5% |
| Admin fee / account holder | $130 | $111+16.7% | $5,908-97.8% | $115+13.0% |