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 |
|---|---|---|
Service code 13 200 SOUTH BROAD ST. · PHILADELPHIA, PA 19102 | Contract Administrator | $8,000 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,465 |
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 | $123,521 | $60,124+105.4% | $90,404+36.6% | $79,858+54.7% |
| Participation rate | 97.1% | 65.0%+32.1pp | 72.7%+24.4pp | 69.6%+27.5pp |
| Annual return | 20.11% | 71.94%-51.8pp | 1293.02%-1272.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $3,586 | $2,068+73.4% | $3,262+9.9% | $2,471+45.1% |
| Participant deferral / active EE | $7,087 | $2,938+141.2% | $3,963+78.8% | $3,740+89.5% |
| Admin fee / account holder | $103 | $3,976-97.4% | $5,611-98.2% | $5,306-98.1% |