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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,543 |
FIRST NATIONAL CORPORATION3 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $14,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,789 | $49,227+86.5% | $70,449+30.3% | $79,858+14.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.35% | 30.06%-17.7pp | 109.03%-96.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,581 | $2,099+70.6% | $2,737+30.9% | $2,471+44.9% |
| Participant deferral / active EE | $6,679 | $2,768+141.3% | $3,709+80.1% | $3,740+78.6% |
| Admin fee / account holder | $145 | $2,878-95.0% | $3,845-96.2% | $5,306-97.3% |