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, LLC4 years Service code 15 · EIN 27-2579538 | Recordkeeping | $18,478 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,338 |
ADP BROKER-DEALER6+ 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 | $117,481 | $99,957+17.5% | $149,696-21.5% | $73,488+59.9% |
| Participation rate | 94.2% | 75.7%+18.5pp | 82.5%+11.7pp | 70.7%+23.5pp |
| Annual return | 20.73% | 53.87%-33.1pp | 276.60%-255.9pp | 28.51%-7.8pp |
| Employer contribution / active EE | $2,327 | $3,191-27.1% | $4,644-49.9% | $2,270+2.5% |
| Participant deferral / active EE | $10,868 | $6,073+79.0% | $6,842+58.8% | $3,740+190.6% |
| Admin fee / account holder | $130 | $551-76.3% | $9,309-98.6% | $513-74.6% |