Filed January 29, 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 9-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 |
|---|---|---|
KREISCHER MILLER1+ years Service code 10 · EIN 23-1980475 | Accounting | $7,098 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $6,539 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,260 |
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 | $64,614 | $41,854+54.4% | $73,843-12.5% | $52,331+23.5% |
| Participation rate | 96.0% | 66.2%+29.8pp | 73.4%+22.6pp | 68.1%+27.9pp |
| Annual return | -1.19% | 2.11%-3.3pp | 2267.84%-2269.0pp | 4.54%-5.7pp |
| Employer contribution / active EE | $2,715 | $1,920+41.4% | $2,787-2.6% | $1,882+44.3% |
| Participant deferral / active EE | $4,586 | $2,498+83.6% | $3,583+28.0% | $3,022+51.7% |
| Admin fee / account holder | $44 | $493-91.1% | $4,880-99.1% | $592-92.6% |