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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $104,958 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $44,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,688 | $88,890+59.4% | $102,423+38.3% | $77,643+82.5% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 15.15% | 24.98%-9.8pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $5,869 | $2,698+117.6% | $3,023+94.1% | $2,726+115.3% |
| Participant deferral / active EE | $6,812 | $5,145+32.4% | $5,053+34.8% | $4,647+46.6% |
| Admin fee / account holder | $141 | $235-40.1% | $9,451-98.5% | $430-67.3% |