Filed March 6, 2005
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 10-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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $38,404 |
GBQ PARTNERS7+ years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $36,800 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,365 | $124,185+63.8% | $108,410+87.6% | $167,490+21.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.52% | 1379.64%-1365.1pp | 905.27%-890.8pp | 478.56%-464.0pp |
| Employer contribution / active EE | $14,854 | $4,187+254.8% | $3,558+317.4% | $4,837+207.1% |
| Participant deferral / active EE | $16,920 | $6,908+144.9% | $6,563+157.8% | $6,341+166.8% |
| Admin fee / account holder | $186 | $9,455-98.0% | $7,295-97.5% | $12,309-98.5% |