Filed April 22, 1994
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 | $139,470 |
Filed as: DIMEO SCHNEIDER & ASSOC LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $30,670 |
PFK O'CONNOR DAVIES, LLP1 year Filed as: PFK O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $19,800 |
MCDERMOTT WILL & EMERY LLP4 years Service code 29 · EIN 36-1453176 | Legal | $11,300 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $9,936 |
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 | $99,954 | $85,135+17.4% | $98,907+1.1% | $73,409+36.2% |
| Participation rate | 96.9% | 81.1%+15.8pp | 76.0%+20.9pp | 72.2%+24.8pp |
| Annual return | 16.45% | 19.14%-2.7pp | 196.43%-180.0pp | 59.29%-42.8pp |
| Employer contribution / active EE | $2,881 | $2,721+5.9% | $2,689+7.1% | $2,234+29.0% |
| Participant deferral / active EE | $4,135 | $4,349-4.9% | $4,244-2.6% | $3,805+8.7% |
| Admin fee / account holder | $183 | $139+31.3% | $6,642-97.2% | $158+15.8% |