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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $263,399 |
GBQ PARTNERS6 years Service code 10 · EIN 20-2122306 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,521 | $30,147+27.8% | $58,482-34.1% | $80,160-51.9% |
| Participation rate | 97.5% | 34.4%+63.1pp | 50.9%+46.6pp | 72.9%+24.5pp |
| Annual return | 17.71% | 21.97%-4.3pp | 4239.32%-4221.6pp | 40.38%-22.7pp |
| Employer contribution / active EE | $2,104 | $528+298.7% | $1,053+99.7% | $2,978-29.3% |
| Participant deferral / active EE | $4,645 | $1,249+271.9% | $1,924+141.5% | $5,017-7.4% |
| Admin fee / account holder | $123 | $195-36.9% | $2,516-95.1% | $145-15.3% |