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 | $9,450 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,323 | $136,266-71.9% | $90,749-57.8% | $77,904-50.8% |
| Participation rate | 98.2% | 86.6%+11.5pp | 75.7%+22.5pp | 73.7%+24.5pp |
| Annual return | -22.44% | -11.32%-11.1pp | -12.16%-10.3pp | 12.21%-34.6pp |
| Employer contribution / active EE | $1,980 | $4,215-53.0% | $2,921-32.2% | $2,848-30.5% |
| Participant deferral / active EE | $3,803 | $6,353-40.1% | $4,564-16.7% | $4,806-20.9% |
| Admin fee / account holder | $3 | $399-99.2% | $8,445-100.0% | $133-97.7% |