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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,906 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,329 | $185,342-32.9% | $111,297+11.7% | $86,799+43.2% |
| Participation rate | 99.7% | 81.0%+18.8pp | 77.3%+22.4pp | 72.3%+27.5pp |
| Annual return | 14.46% | 500.80%-486.3pp | 54.65%-40.2pp | 97.91%-83.4pp |
| Employer contribution / active EE | $5,071 | $2,246+125.8% | $2,731+85.7% | $2,405+110.8% |
| Participant deferral / active EE | $5,804 | $4,458+30.2% | $4,487+29.4% | $4,131+40.5% |
| Admin fee / account holder | $117 | $255-54.3% | $7,964-98.5% | $170-31.1% |