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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,417 | $114,195-57.6% | $106,548-54.6% | $93,030-48.0% |
| Participation rate | 92.2% | 86.4%+5.8pp | 76.1%+16.1pp | 73.9%+18.3pp |
| Annual return | 17.06% | 22.18%-5.1pp | 26.80%-9.7pp | 158.70%-141.6pp |
| Employer contribution / active EE | $1,803 | $4,009-55.0% | $2,819-36.1% | $2,706-33.4% |
| Participant deferral / active EE | $3,322 | $5,908-43.8% | $4,398-24.5% | $4,562-27.2% |
| Admin fee / account holder | $2 | $105-98.5% | $7,407-100.0% | $152-98.9% |