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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $124,240 |
CURCIO WEBB3+ years Filed as: CURCIO WEBB LLC Service code 27 · EIN 36-4171366 | Advisory (Plan) | $6,000 |
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 | $75,919 | $64,311+18.0% | $110,238-31.1% | $75,289+0.8% |
| Participation rate | 98.1% | 79.3%+18.9pp | 79.8%+18.3pp | 72.4%+25.7pp |
| Annual return | 11.34% | -1.74%+13.1pp | 314.74%-303.4pp | -0.04%+11.4pp |
| Employer contribution / active EE | $7,247 | $2,404+201.5% | $3,826+89.4% | $2,405+201.4% |
| Participant deferral / active EE | $4,418 | $3,892+13.5% | $4,672-5.4% | $3,739+18.2% |
| Admin fee / account holder | $55 | $88-36.9% | $8,547-99.4% | $102-45.9% |