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 8-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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $411,872 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $193,291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,580 | $74,933-39.2% | $154,803-70.6% | $117,739-61.3% |
| Participation rate | 99.1% | 64.5%+34.6pp | 78.1%+21.1pp | 76.6%+22.5pp |
| Annual return | 20.22% | 17.34%+2.9pp | 58.88%-38.7pp | 17.29%+2.9pp |
| Employer contribution / active EE | $3,300 | $2,316+42.5% | $4,305-23.4% | $3,746-11.9% |
| Participant deferral / active EE | $6,118 | $3,942+55.2% | $5,540+10.4% | $6,128-0.2% |
| Admin fee / account holder | $62 | $129-52.2% | $14,329-99.6% | $112-44.8% |