Filed January 3, 2005
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 |
|---|---|---|
CVAGS, LLC2 years Service code 15 · EIN 27-2579538 | Recordkeeping | $16,992 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,863 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $73,198 | $73,102+0.1% | $123,544-40.8% | $56,287+30.0% |
| Participation rate | 92.0% | 74.3%+17.7pp | 82.3%+9.7pp | 69.9%+22.1pp |
| Annual return | -6.11% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,992 | $2,977-33.1% | $4,628-57.0% | $2,111-5.6% |
| Participant deferral / active EE | $9,061 | $5,423+67.1% | $6,426+41.0% | $3,350+170.5% |
| Admin fee / account holder | $126 | $554-77.2% | $9,284-98.6% | $521-75.7% |