Filed March 13, 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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,240 |
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 | $64,562 | $62,267+3.7% | $110,238-41.4% | $55,725+15.9% |
| Participation rate | 98.5% | 78.1%+20.4pp | 79.8%+18.7pp | 70.9%+27.7pp |
| Annual return | -3.89% | -1.07%-2.8pp | 314.74%-318.6pp | 244.93%-248.8pp |
| Employer contribution / active EE | $2,195 | $1,941+13.1% | $3,826-42.6% | $2,078+5.6% |
| Participant deferral / active EE | $4,544 | $3,516+29.3% | $4,672-2.7% | $3,356+35.4% |
| Admin fee / account holder | $1 | $121-99.2% | $8,547-100.0% | $115-99.1% |