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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $107,761 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,305 | $99,078+24.5% | $96,544+27.7% | $74,419+65.7% |
| Participation rate | 97.4% | 80.7%+16.7pp | 76.0%+21.4pp | 70.7%+26.6pp |
| Annual return | 21.31% | 22.48%-1.2pp | 25.84%-4.5pp | 34.38%-13.1pp |
| Employer contribution / active EE | $5,793 | $2,570+125.4% | $2,965+95.4% | $2,637+119.7% |
| Participant deferral / active EE | $6,548 | $4,933+32.7% | $4,851+35.0% | $4,528+44.6% |
| Admin fee / account holder | $103 | $225-54.0% | $8,252-98.7% | $348-70.3% |