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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $320,601 |
GBQ PARTNERS5 years Service code 10 · EIN 20-2122306 | Accounting | $12,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,014 | $26,906+11.5% | $61,373-51.1% | $77,904-61.5% |
| Participation rate | 98.0% | 33.4%+64.6pp | 52.6%+45.5pp | 73.7%+24.4pp |
| Annual return | -15.07% | -14.46%-0.6pp | 338.61%-353.7pp | 12.21%-27.3pp |
| Employer contribution / active EE | $2,150 | $521+312.7% | $1,159+85.4% | $2,848-24.5% |
| Participant deferral / active EE | $4,606 | $1,180+290.3% | $2,125+116.8% | $4,806-4.2% |
| Admin fee / account holder | $150 | $117+28.3% | $2,130-93.0% | $133+13.3% |