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 |
|---|---|---|
Filed as: THE CHAMBER OF COMMERCE FOR GRT PHI Service code 50 200 S. BROAD STREET · PHILADELPHIA, PA 19102 | Direct Payment | $8,500 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,681 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,776 | $54,350+63.3% | $82,719+7.3% | $68,494+29.6% |
| Participation rate | 98.8% | 63.9%+34.8pp | 72.6%+26.2pp | 67.9%+30.9pp |
| Annual return | -20.11% | -13.67%-6.4pp | 701.18%-721.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $3,199 | $2,218+44.2% | $3,009+6.3% | $2,596+23.2% |
| Participant deferral / active EE | $7,251 | $3,246+123.4% | $4,395+65.0% | $4,027+80.1% |
| Admin fee / account holder | $83 | $4,395-98.1% | $5,329-98.4% | $5,403-98.5% |