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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,165 | $119,446+43.3% | $150,045+14.1% | $85,563+100.0% |
| Participation rate | 96.0% | 75.4%+20.6pp | 82.3%+13.7pp | 66.0%+30.0pp |
| Annual return | 16.05% | 23.72%-7.7pp | 62.55%-46.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $2,475 | $4,078-39.3% | $4,693-47.3% | $2,654-6.7% |
| Participant deferral / active EE | $8,837 | $7,985+10.7% | $7,997+10.5% | $4,375+102.0% |
| Admin fee / account holder | $119 | $548-78.2% | $13,435-99.1% | $834-85.7% |