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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,202 | $69,159+4.4% | $125,175-42.3% | $67,579+6.8% |
| Participation rate | 98.1% | 78.2%+19.9pp | 79.8%+18.3pp | 71.3%+26.8pp |
| Annual return | 20.48% | 27.12%-6.6pp | 43.79%-23.3pp | 378.56%-358.1pp |
| Employer contribution / active EE | $2,430 | $2,023+20.1% | $3,865-37.1% | $2,148+13.1% |
| Participant deferral / active EE | $5,024 | $3,700+35.8% | $4,937+1.8% | $3,539+41.9% |
| Admin fee / account holder | $1 | $142-99.4% | $9,702-100.0% | $142-99.4% |