Filed October 18, 2004
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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $296,446 |
AON CONSULTING1 year Filed as: AON Service code 27 · EIN 36-3109431 | Advisory (Plan) | $9,557 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,104 | $31,741+42.1% | $56,411-20.0% | $199,593-77.4% |
| Participation rate | 96.5% | 32.3%+64.2pp | 52.5%+44.1pp | 72.0%+24.6pp |
| Annual return | 12.12% | 14.72%-2.6pp | 1701.33%-1689.2pp | 34.25%-22.1pp |
| Employer contribution / active EE | $2,164 | $508+326.3% | $1,039+108.4% | $3,034-28.7% |
| Participant deferral / active EE | $4,827 | $1,184+307.7% | $1,952+147.3% | $5,087-5.1% |
| Admin fee / account holder | $136 | $426-68.2% | $2,829-95.2% | $269-49.6% |