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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $22,708 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,636 | $22,291-74.7% | $69,182-91.9% | $63,975-91.2% |
| Participation rate | 98.2% | 35.3%+62.9pp | 55.1%+43.1pp | 71.1%+27.1pp |
| Annual return | 31.15% | 9.30%+21.8pp | -21.93%+53.1pp | 48.65%-17.5pp |
| Employer contribution / active EE | $1,722 | $325+429.1% | $1,206+42.7% | $2,182-21.1% |
| Participant deferral / active EE | $2,648 | $808+227.8% | $1,897+39.6% | $3,356-21.1% |
| Admin fee / account holder | $9 | $73-88.1% | $2,697-99.7% | $70-87.7% |