Filed December 1, 2003
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 15 · EIN 35-0145825 | Recordkeeping | $27,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,005 | $60,989+103.3% | $60,874+103.7% | $66,914+85.3% |
| Participation rate | 64.7% | 74.5%-9.8pp | 73.1%-8.4pp | 69.8%-5.1pp |
| Annual return | -14.85% | -9.60%-5.3pp | 16.90%-31.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,660 | $2,661+37.6% | $2,701+35.5% | $2,544+43.9% |
| Participant deferral / active EE | $3,348 | $3,615-7.4% | $3,817-12.3% | $4,237-21.0% |
| Admin fee / account holder | $7 | $338-97.9% | $3,224-99.8% | $593-98.8% |