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 MILLER10+ years Service code 10 · EIN 23-1980475 | Accounting | $9,000 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,566 | $58,208+91.7% | $81,812+36.4% | $80,856+38.0% |
| Participation rate | 95.7% | 63.4%+32.2pp | 72.3%+23.3pp | 67.6%+28.0pp |
| Annual return | 12.78% | 41.66%-28.9pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,481 | $2,340+48.8% | $2,912+19.5% | $2,755+26.4% |
| Participant deferral / active EE | $8,065 | $3,281+145.8% | $4,319+86.8% | $4,296+87.8% |
| Admin fee / account holder | $95 | $4,981-98.1% | $7,386-98.7% | $6,918-98.6% |