Filed December 12, 2003
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 | $9,500 |
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 | $118,599 | $55,449+113.9% | $83,848+41.4% | $56,287+110.7% |
| Participation rate | 99.1% | 68.0%+31.1pp | 76.1%+22.9pp | 69.9%+29.2pp |
| Annual return | -5.66% | -1.38%-4.3pp | 850.88%-856.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,227 | $2,430-8.4% | $3,631-38.7% | $2,111+5.5% |
| Participant deferral / active EE | $10,257 | $2,935+249.4% | $4,082+151.3% | $3,350+206.2% |
| Admin fee / account holder | $73 | $656-88.9% | $5,478-98.7% | $521-86.1% |