Filed October 18, 2004 (most recent of 2 filings on file)
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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,791 | $104,317+66.6% | $159,436+9.0% | $86,799+100.2% |
| Participation rate | 95.6% | 77.7%+17.9pp | 82.8%+12.8pp | 72.3%+23.3pp |
| Annual return | 16.40% | 26.32%-9.9pp | 263.57%-247.2pp | 97.91%-81.5pp |
| Employer contribution / active EE | $2,083 | $3,451-39.6% | $4,829-56.9% | $2,405-13.4% |
| Participant deferral / active EE | $7,445 | $6,837+8.9% | $7,352+1.3% | $4,131+80.2% |
| Admin fee / account holder | $106 | $172-38.3% | $10,799-99.0% | $170-37.3% |