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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $151,009 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,367 | $84,000-3.1% | $119,609-32.0% | $77,904+4.4% |
| Participation rate | 98.3% | 77.8%+20.5pp | 79.3%+19.1pp | 73.7%+24.7pp |
| Annual return | -5.71% | -11.59%+5.9pp | -14.97%+9.3pp | 12.21%-17.9pp |
| Employer contribution / active EE | $5,336 | $2,907+83.5% | $4,232+26.1% | $2,848+87.4% |
| Participant deferral / active EE | $5,708 | $4,705+21.3% | $5,602+1.9% | $4,806+18.8% |
| Admin fee / account holder | $49 | $116-57.5% | $10,323-99.5% | $133-62.9% |