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 | $23,042 |
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 | $131,992 | $65,557+101.3% | $64,056+106.1% | $71,457+84.7% |
| Participation rate | 64.3% | 73.2%-8.9pp | 72.3%-8.0pp | 67.9%-3.6pp |
| Annual return | 12.16% | 18.94%-6.8pp | 33.69%-21.5pp | 28.85%-16.7pp |
| Employer contribution / active EE | $3,454 | $2,669+29.4% | $2,747+25.7% | $2,588+33.5% |
| Participant deferral / active EE | $3,278 | $3,626-9.6% | $3,880-15.5% | $4,289-23.6% |
| Admin fee / account holder | $8 | $616-98.7% | $3,068-99.7% | $1,587-99.5% |