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.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $8,160 |
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 | $216,078 | $44,873+381.5% | $79,464+171.9% | $56,287+283.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -4.11% | 0.81%-4.9pp | 718.14%-722.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $11,157 | $2,140+421.4% | $2,800+298.4% | $2,111+428.5% |
| Participant deferral / active EE | $10,755 | $2,746+291.7% | $3,704+190.4% | $3,350+221.1% |
| Admin fee / account holder | $29 | $418-93.1% | $5,113-99.4% | $521-94.5% |