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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,623 |
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 | $222,714 | $73,638+202.4% | $95,952+132.1% | $73,488+203.1% |
| Participation rate | 93.7% | 76.2%+17.5pp | 77.1%+16.6pp | 70.7%+23.0pp |
| Annual return | 14.53% | 16.78%-2.3pp | 91.61%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $6,647 | $1,863+256.8% | $2,541+161.6% | $2,270+192.8% |
| Participant deferral / active EE | $5,606 | $3,617+55.0% | $4,167+34.5% | $3,740+49.9% |
| Admin fee / account holder | $48 | $482-90.1% | $6,795-99.3% | $513-90.7% |