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 Service code 15 · EIN 23-1945930 | Recordkeeping | $207,974 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $68,014 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,584 | $52,346-53.0% | $143,757-82.9% | $78,044-68.5% |
| Participation rate | 95.8% | 72.7%+23.1pp | 80.3%+15.5pp | 74.4%+21.4pp |
| Annual return | -13.96% | -14.19%+0.2pp | -0.04%-13.9pp | 10.87%-24.8pp |
| Employer contribution / active EE | $2,082 | $2,131-2.3% | $4,951-58.0% | $3,125-33.4% |
| Participant deferral / active EE | $3,940 | $3,800+3.7% | $5,637-30.1% | $5,084-22.5% |
| Admin fee / account holder | $40 | $63-36.9% | $14,673-99.7% | $79-49.3% |