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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,194 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,813 | $81,537-68.3% | $149,718-82.8% | $69,631-62.9% |
| Participation rate | 90.6% | 86.1%+4.5pp | 87.1%+3.5pp | 70.7%+19.9pp |
| Annual return | 15.43% | 22.79%-7.4pp | 1501.63%-1486.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,185 | $3,239-63.4% | $5,445-78.2% | $2,032-41.7% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $18 | $107-82.9% | $11,283-99.8% | $110-83.5% |