Filed October 18, 2004 (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 |
|---|---|---|
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 1701 PENNSYLVANIA AVE NW SUITE 1200 · WASHINGTON, DC 20006 | Legal | $45,168 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $42,683 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $18,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,326 | $86,338-10.4% | $91,989-15.9% | $77,787-0.6% |
| Participation rate | 95.8% | 82.9%+12.8pp | 78.6%+17.1pp | 73.2%+22.6pp |
| Annual return | 18.45% | 29.65%-11.2pp | 69.02%-50.6pp | 32.57%-14.1pp |
| Employer contribution / active EE | $643 | $2,988-78.5% | $3,452-81.4% | $2,504-74.3% |
| Participant deferral / active EE | $2,953 | $6,908-57.3% | $5,923-50.2% | $3,967-25.6% |
| Admin fee / account holder | $22 | $79-72.7% | $7,743-99.7% | $100-78.3% |