Filed October 18, 2004
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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $157,081 |
GBQ PARTNERS1 year Service code 10 · EIN 20-2122306 | Accounting | $12,000 |
COZEN O'CONNOR1 year Service code 29 · EIN 23-1732832 | Legal | $5,265 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,986 | $23,119-43.8% | $71,086-81.7% | $75,289-82.8% |
| Participation rate | 98.4% | 36.3%+62.1pp | 54.7%+43.8pp | 72.4%+26.0pp |
| Annual return | -8.36% | -3.32%-5.0pp | 650.59%-658.9pp | -0.04%-8.3pp |
| Employer contribution / active EE | $1,775 | $399+344.9% | $1,088+63.2% | $2,405-26.2% |
| Participant deferral / active EE | $3,202 | $960+233.5% | $1,874+70.9% | $3,739-14.3% |
| Admin fee / account holder | $71 | $89-21.1% | $3,082-97.7% | $102-31.0% |