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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,974 | $77,660+121.4% | $109,143+57.6% | $79,386+116.6% |
| Participation rate | 98.4% | 67.8%+30.6pp | 75.9%+22.5pp | 70.7%+27.7pp |
| Annual return | 19.08% | 23.44%-4.4pp | 25.75%-6.7pp | 116.85%-97.8pp |
| Employer contribution / active EE | $2,462 | $2,797-12.0% | $3,722-33.9% | $2,427+1.4% |
| Participant deferral / active EE | $10,897 | $3,518+209.8% | $4,653+134.2% | $4,046+169.4% |
| Admin fee / account holder | $24 | $732-96.7% | $6,752-99.6% | $626-96.2% |