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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $227,482 |
COZEN O'CONNOR2 years Service code 29 · EIN 23-1732832 | Legal | $12,285 |
GBQ PARTNERS2 years Service code 10 · EIN 20-2122306 | Accounting | $12,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,701 | $26,479-29.4% | $74,701-75.0% | $77,787-76.0% |
| Participation rate | 98.7% | 37.6%+61.1pp | 54.5%+44.3pp | 73.2%+25.5pp |
| Annual return | 21.98% | 38.31%-16.3pp | 752.92%-730.9pp | 32.57%-10.6pp |
| Employer contribution / active EE | $1,860 | $440+323.3% | $1,084+71.7% | $2,504-25.7% |
| Participant deferral / active EE | $3,613 | $1,074+236.3% | $1,964+84.0% | $3,967-8.9% |
| Admin fee / account holder | $101 | $119-15.0% | $3,333-97.0% | $100+1.1% |