Filed October 18, 2004
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 10-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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $165,463 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,519 | $111,072-8.6% | $156,263-35.0% | $102,872-1.3% |
| Participation rate | 99.1% | 80.1%+19.0pp | 78.9%+20.2pp | 73.0%+26.1pp |
| Annual return | 10.18% | 16.98%-6.8pp | 59.47%-49.3pp | 19.06%-8.9pp |
| Employer contribution / active EE | $7,268 | $4,017+80.9% | $4,333+67.7% | $3,526+106.1% |
| Participant deferral / active EE | $7,690 | $5,455+41.0% | $6,158+24.9% | $5,535+38.9% |
| Admin fee / account holder | $43 | $120-64.5% | $14,255-99.7% | $292-85.4% |