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 Service code 15 · EIN 23-1945930 | Recordkeeping | $5,674 |
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 | $367,139 | $63,745+475.9% | $98,442+273.0% | $79,386+362.5% |
| Participation rate | 88.2% | 69.9%+18.3pp | 73.3%+14.8pp | 70.7%+17.4pp |
| Annual return | 22.47% | 625.80%-603.3pp | 1492.73%-1470.3pp | 116.85%-94.4pp |
| Employer contribution / active EE | $11,308 | $2,557+342.3% | $2,960+282.1% | $2,427+365.8% |
| Participant deferral / active EE | $11,091 | $3,303+235.7% | $4,276+159.4% | $4,046+174.1% |
| Admin fee / account holder | $19 | $516-96.2% | $5,949-99.7% | $626-96.9% |