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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,651 |
KREISCHER MILLER3+ years Service code 10 · EIN 23-1980475 | Accounting | $2,293 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,023 | $53,127+58.2% | $86,590-3.0% | $70,131+19.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.17% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $3,031 | $2,068+46.6% | $2,839+6.8% | $2,342+29.4% |
| Participant deferral / active EE | $5,429 | $2,696+101.4% | $3,609+50.4% | $3,332+62.9% |
| Admin fee / account holder | $60 | $3,585-98.3% | $4,906-98.8% | $4,645-98.7% |