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.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,210 |
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 | $38,728 | $66,750-42.0% | $105,722-63.4% | $57,658-32.8% |
| Participation rate | 92.4% | 79.2%+13.2pp | 78.9%+13.5pp | 70.2%+22.1pp |
| Annual return | 10.52% | 10.99%-0.5pp | 12.25%-1.7pp | 5.13%+5.4pp |
| Employer contribution / active EE | $2,132 | $3,766-43.4% | $4,079-47.7% | $1,974+8.0% |
| Participant deferral / active EE | $4,675 | $4,933-5.2% | $5,326-12.2% | $3,061+52.8% |
| Admin fee / account holder | $8 | $88-91.4% | $8,308-99.9% | $95-92.0% |