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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $834,532 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $344,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,847 | $57,610+333.7% | $154,803+61.4% | $102,872+142.9% |
| Participation rate | 94.2% | 59.5%+34.8pp | 78.1%+16.1pp | 73.0%+21.2pp |
| Annual return | 15.27% | 30.49%-15.2pp | 58.88%-43.6pp | 19.06%-3.8pp |
| Employer contribution / active EE | $8,259 | $1,883+338.5% | $4,305+91.8% | $3,526+134.2% |
| Participant deferral / active EE | $5,793 | $2,914+98.8% | $5,540+4.6% | $5,535+4.7% |
| Admin fee / account holder | $199 | $368-45.8% | $14,329-98.6% | $292-31.8% |