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.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $173,543 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $56,342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,625 | $67,512-29.5% | $185,823-74.4% | $93,030-48.8% |
| Participation rate | 97.9% | 67.1%+30.8pp | 81.7%+16.2pp | 73.9%+24.0pp |
| Annual return | 16.40% | 21.04%-4.6pp | 122.05%-105.7pp | 158.70%-142.3pp |
| Employer contribution / active EE | $3,620 | $1,783+103.0% | $5,167-29.9% | $2,706+33.8% |
| Participant deferral / active EE | $6,820 | $3,035+124.7% | $5,568+22.5% | $4,562+49.5% |
| Admin fee / account holder | $67 | $318-78.8% | $16,237-99.6% | $152-55.6% |