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.6+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $4,074 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,735 | $66,124+357.8% | $90,404+234.9% | $73,488+311.9% |
| Participation rate | 99.5% | 69.7%+29.8pp | 72.7%+26.8pp | 70.7%+28.8pp |
| Annual return | 18.65% | 17.65%+1.0pp | 1293.02%-1274.4pp | 28.51%-9.9pp |
| Employer contribution / active EE | $11,878 | $2,346+406.2% | $3,262+264.1% | $2,270+423.2% |
| Participant deferral / active EE | $11,539 | $3,039+279.7% | $3,963+191.2% | $3,740+208.6% |
| Admin fee / account holder | $13 | $396-96.7% | $5,611-99.8% | $513-97.4% |