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 | $772,000 |
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 | $116,731 | $48,835+139.0% | $170,442-31.5% | $177,276-34.2% |
| Participation rate | 96.6% | 72.1%+24.5pp | 83.6%+13.0pp | 74.8%+21.7pp |
| Annual return | 16.58% | 19.44%-2.9pp | 205.93%-189.4pp | 21.25%-4.7pp |
| Employer contribution / active EE | $5,277 | $1,798+193.4% | $5,433-2.9% | $2,479+112.9% |
| Participant deferral / active EE | $3,229 | $2,757+17.1% | $4,939-34.6% | $3,881-16.8% |
| Admin fee / account holder | $89 | $52+71.1% | $13,880-99.4% | $154-42.3% |