Filed May 5, 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 64 · EIN 04-2647786 | Recordkeeping Fees | $36,962 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,138 | $78,852-60.5% | $76,768-59.4% | $75,289-58.6% |
| Participation rate | 87.0% | 85.0%+2.0pp | 77.0%+10.0pp | 72.4%+14.6pp |
| Annual return | 9.53% | -1.29%+10.8pp | 2.43%+7.1pp | -0.04%+9.6pp |
| Employer contribution / active EE | $1,388 | $2,794-50.3% | $2,485-44.2% | $2,405-42.3% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $19 | $79-76.2% | $6,675-99.7% | $102-81.6% |