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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $391,639 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $144,472 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,114 | $67,679-46.6% | $155,509-76.8% | $99,062-63.5% |
| Participation rate | 98.2% | 67.2%+31.0pp | 78.2%+20.0pp | 71.6%+26.6pp |
| Annual return | 17.10% | 16.16%+0.9pp | 64.67%-47.6pp | 17.66%-0.6pp |
| Employer contribution / active EE | $3,074 | $2,268+35.5% | $4,672-34.2% | $3,262-5.8% |
| Participant deferral / active EE | $5,688 | $3,828+48.6% | $5,626+1.1% | $5,331+6.7% |
| Admin fee / account holder | $57 | $94-39.3% | $15,912-99.6% | $109-47.9% |