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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $363,382 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $94,885 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,603 | $59,339-51.8% | $149,673-80.9% | $103,482-72.4% |
| Participation rate | 97.6% | 70.2%+27.4pp | 78.8%+18.9pp | 73.3%+24.4pp |
| Annual return | 21.69% | 77.78%-56.1pp | 134.42%-112.7pp | 33.11%-11.4pp |
| Employer contribution / active EE | $2,585 | $2,178+18.7% | $4,818-46.3% | $3,208-19.4% |
| Participant deferral / active EE | $4,733 | $3,716+27.4% | $5,680-16.7% | $5,207-9.1% |
| Admin fee / account holder | $53 | $103-48.5% | $13,210-99.6% | $114-53.5% |