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 | -$37,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,960 | $104,631-51.3% | $98,439-48.2% | $80,160-36.4% |
| Participation rate | 96.0% | 87.5%+8.4pp | 75.2%+20.8pp | 72.9%+23.0pp |
| Annual return | 25.80% | 34.72%-8.9pp | 21.16%+4.6pp | 40.38%-14.6pp |
| Employer contribution / active EE | $2,180 | $4,517-51.7% | $3,048-28.5% | $2,978-26.8% |
| Participant deferral / active EE | $4,233 | $6,545-35.3% | $4,738-10.7% | $5,017-15.6% |
| Admin fee / account holder | -$13 | $105-112.3% | $8,948-100.1% | $145-108.9% |