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.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,247 | $50,637+44.7% | $86,590-15.4% | $62,292+17.6% |
| Participation rate | 84.4% | 67.9%+16.5pp | 73.5%+10.9pp | 69.5%+14.9pp |
| Annual return | 18.01% | 20.80%-2.8pp | 964.84%-946.8pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,934 | $2,075-6.8% | $2,839-31.9% | $2,042-5.3% |
| Participant deferral / active EE | $3,980 | $2,611+52.4% | $3,609+10.3% | $3,169+25.6% |
| Admin fee / account holder | $5 | $413-98.7% | $4,906-99.9% | $479-98.9% |