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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $276,667 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $6,000 |
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 | $25,372 | $29,516-14.0% | $77,482-67.3% | $90,288-71.9% |
| Participation rate | 98.5% | 33.7%+64.9pp | 54.2%+44.4pp | 73.4%+25.2pp |
| Annual return | 15.18% | 231.18%-216.0pp | 54.79%-39.6pp | 53.97%-38.8pp |
| Employer contribution / active EE | $1,905 | $381+400.3% | $986+93.1% | $2,524-24.5% |
| Participant deferral / active EE | $3,829 | $944+305.6% | $1,861+105.8% | $4,232-9.5% |
| Admin fee / account holder | $130 | $106+22.9% | $2,858-95.4% | $114+14.0% |