Filed February 3, 2005 (most recent of 2 filings on file)
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $99,699 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $30,000 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT WILL & EMERY, LLP Service code 16 · EIN 36-1453176 | Consulting | $9,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,251 | $80,211+44.9% | $74,183+56.7% | $63,975+81.7% |
| Participation rate | 98.3% | 84.2%+14.1pp | 76.6%+21.6pp | 71.1%+27.1pp |
| Annual return | 7.72% | 14.13%-6.4pp | 17.74%-10.0pp | 48.65%-40.9pp |
| Employer contribution / active EE | $3,812 | $2,553+49.3% | $2,370+60.8% | $2,182+74.7% |
| Participant deferral / active EE | $5,492 | $4,370+25.7% | $3,550+54.7% | $3,356+63.6% |
| Admin fee / account holder | $57 | $67-15.8% | $5,586-99.0% | $70-19.7% |