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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $139,609 |
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 | $150,150 | $160,088-6.2% | $112,977+32.9% | $73,409+104.5% |
| Participation rate | 98.5% | 90.7%+7.8pp | 82.6%+15.9pp | 72.2%+26.3pp |
| Annual return | 13.90% | 17.93%-4.0pp | 24.24%-10.3pp | 59.29%-45.4pp |
| Employer contribution / active EE | $4,735 | $5,200-8.9% | $4,255+11.3% | $2,234+112.0% |
| Participant deferral / active EE | $11,801 | $8,024+47.1% | $5,836+102.2% | $3,805+210.1% |
| Admin fee / account holder | $147 | $133+10.6% | $6,294-97.7% | $158-7.1% |