Filed May 5, 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 |
|---|---|---|
Service code 99 · EIN 74-3249075 | Other Fees | $82,963 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,931 |
Service code 99 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $686,857 | $102,317+571.3% | $146,958+367.4% | $80,856+749.5% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.2%+13.4pp | 67.6%+28.0pp |
| Annual return | 12.80% | 134.76%-122.0pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $13,626 | $3,713+267.0% | $4,933+176.2% | $2,755+394.6% |
| Participant deferral / active EE | $9,035 | $6,644+36.0% | $8,070+12.0% | $4,296+110.3% |
| Admin fee / account holder | $106 | $7,941-98.7% | $12,998-99.2% | $6,918-98.5% |