Filed October 18, 2004
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $119,801 |
CURCIO WEBB1+ years Filed as: CURCIO WEBB LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $18,000 |
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 | $67,252 | $61,125+10.0% | $108,579-38.1% | $63,975+5.1% |
| Participation rate | 98.9% | 80.5%+18.4pp | 79.6%+19.3pp | 71.1%+27.7pp |
| Annual return | -0.35% | 14.06%-14.4pp | -51.70%+51.3pp | 48.65%-49.0pp |
| Employer contribution / active EE | $4,786 | $2,237+114.0% | $3,758+27.3% | $2,182+119.4% |
| Participant deferral / active EE | $4,253 | $3,574+19.0% | $4,311-1.3% | $3,356+26.7% |
| Admin fee / account holder | $78 | $72+8.3% | $7,645-99.0% | $70+10.6% |