Filed October 18, 2004 (most recent of 2 filings on file)
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $151,418 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $98,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,173 | $98,780+25.7% | $60,874+104.0% | $77,904+59.4% |
| Participation rate | 53.7% | 76.7%-23.0pp | 73.1%-19.5pp | 73.7%-20.0pp |
| Annual return | -13.58% | -11.56%-2.0pp | 16.90%-30.5pp | 12.21%-25.8pp |
| Employer contribution / active EE | $472 | $3,605-86.9% | $2,701-82.5% | $2,848-83.4% |
| Participant deferral / active EE | $4,508 | $4,200+7.3% | $3,817+18.1% | $4,806-6.2% |
| Admin fee / account holder | $76 | $89-14.1% | $3,224-97.6% | $133-42.6% |