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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,950 |
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 | $172,098 | $59,186+190.8% | $76,768+124.2% | $56,287+205.8% |
| Participation rate | 96.8% | 75.2%+21.6pp | 77.0%+19.8pp | 69.9%+26.9pp |
| Annual return | -3.94% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $6,818 | $1,759+287.7% | $2,485+174.3% | $2,111+223.0% |
| Participant deferral / active EE | $5,065 | $3,255+55.6% | $3,852+31.5% | $3,350+51.2% |
| Admin fee / account holder | $45 | $489-90.7% | $6,675-99.3% | $521-91.3% |