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, LLC3 years Service code 15 · EIN 27-2579538 | Recordkeeping | $12,046 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,570 |
ADP BROKER-DEALER5+ 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 | $88,478 | $89,652-1.3% | $141,162-37.3% | $65,185+35.7% |
| Participation rate | 95.5% | 74.7%+20.8pp | 82.5%+13.1pp | 70.2%+25.3pp |
| Annual return | 26.81% | 32.79%-6.0pp | 71.39%-44.6pp | 29.38%-2.6pp |
| Employer contribution / active EE | $2,268 | $3,065-26.0% | $4,735-52.1% | $2,177+4.2% |
| Participant deferral / active EE | $9,946 | $5,691+74.8% | $6,709+48.2% | $3,514+183.1% |
| Admin fee / account holder | $92 | $569-83.8% | $10,261-99.1% | $847-89.2% |