Filed February 20, 2005
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 26 · EIN 04-2675571 | Advisory (Participants) | $19,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,996 | $58,083+11.9% | $80,019-18.8% | $56,287+15.5% |
| Participation rate | 86.6% | 73.6%+13.0pp | 75.8%+10.8pp | 69.9%+16.8pp |
| Annual return | -7.16% | 34.61%-41.8pp | 11.22%-18.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,632 | $1,932-15.6% | $2,468-33.9% | $2,111-22.7% |
| Participant deferral / active EE | $4,952 | $3,135+57.9% | $3,686+34.3% | $3,350+47.8% |
| Admin fee / account holder | $182 | $623-70.8% | $6,521-97.2% | $521-65.1% |