Filed October 18, 2004
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 Service code 27 · EIN 23-1945930 | Advisory (Plan) | $228,897 |
MILLIMAN, INC.6 years Service code 11 · EIN 91-0675641 | Actuarial | $163,039 |
STATE STREET GLOBAL ADVISORS9 years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-3581074 | Custodial (other than securities); Di... | $5,000 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 8.40% | 5.48%+2.9pp | 9.84%-1.4pp | 9.30%-0.9pp |
| Employer contribution / active EE | $20,991 | $9,127+130.0% | $30,320-30.8% | $12,557+67.2% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |