Filed April 14, 2004 (most recent of 3 filings on file)
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 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $69,526 | $75,388-7.8% | $123,544-43.7% | $55,725+24.8% |
| Participation rate | 50.4% | 75.7%-25.3pp | 82.3%-31.9pp | 70.9%-20.5pp |
| Annual return | -3.48% | 4.48%-8.0pp | 119.20%-122.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,429 | $5,651-39.3% | $6,426-46.6% | $3,356+2.2% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |