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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $122,973 |
CURCIO WEBB2+ years Filed as: CURCIO WEBB LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $30,000 |
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 | $66,369 | $67,228-1.3% | $117,854-43.7% | $77,958-14.9% |
| Participation rate | 97.3% | 79.4%+17.9pp | 79.7%+17.7pp | 71.6%+25.7pp |
| Annual return | 15.36% | 19.13%-3.8pp | 335.08%-319.7pp | 20.87%-5.5pp |
| Employer contribution / active EE | $6,743 | $2,211+205.0% | $3,786+78.1% | $2,310+191.8% |
| Participant deferral / active EE | $4,102 | $3,653+12.3% | $4,482-8.5% | $3,537+16.0% |
| Admin fee / account holder | $69 | $76-9.4% | $8,020-99.1% | $97-29.5% |