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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $124,859 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,718 | $73,125+7.6% | $125,175-37.1% | $77,787+1.2% |
| Participation rate | 97.6% | 79.4%+18.2pp | 79.8%+17.8pp | 73.2%+24.4pp |
| Annual return | 7.60% | 24.71%-17.1pp | 43.79%-36.2pp | 32.57%-25.0pp |
| Employer contribution / active EE | $8,417 | $2,413+248.8% | $3,865+117.8% | $2,504+236.1% |
| Participant deferral / active EE | $4,560 | $3,966+15.0% | $4,937-7.6% | $3,967+14.9% |
| Admin fee / account holder | $47 | $89-47.2% | $9,702-99.5% | $100-52.8% |