Filed January 27, 2003
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.2+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,443 | $43,423+48.4% | $78,689-18.1% | $55,167+16.8% |
| Participation rate | 77.4% | 68.0%+9.4pp | 73.6%+3.9pp | 69.0%+8.4pp |
| Annual return | 8.05% | 11.53%-3.5pp | 62.18%-54.1pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,796 | $1,997-10.0% | $2,851-37.0% | $1,963-8.5% |
| Participant deferral / active EE | $3,769 | $2,509+50.2% | $3,517+7.2% | $3,054+23.4% |
| Admin fee / account holder | $5 | $416-98.7% | $4,510-99.9% | $504-98.9% |