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 |
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 | $59,519 | $88,324-32.6% | $115,037-48.3% | $55,191+7.8% |
| Participation rate | 99.1% | 72.5%+26.5pp | 81.4%+17.7pp | 69.2%+29.9pp |
| Annual return | 1.16% | 6.30%-5.1pp | 26.14%-25.0pp | 10.78%-9.6pp |
| Employer contribution / active EE | $6,371 | $2,805+127.1% | $4,608+38.3% | $1,899+235.5% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |