Filed October 22, 2004
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 |
|---|---|---|
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $13,125 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,366 | $65,908+61.4% | $81,812+30.0% | $77,643+37.0% |
| Participation rate | 95.1% | 65.8%+29.3pp | 72.3%+22.7pp | 70.6%+24.5pp |
| Annual return | 14.37% | 26.64%-12.3pp | 773.79%-759.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $4,762 | $2,370+100.9% | $2,912+63.5% | $2,726+74.7% |
| Participant deferral / active EE | $10,608 | $3,505+202.6% | $4,319+145.6% | $4,647+128.3% |
| Admin fee / account holder | $21 | $526-95.9% | $7,386-99.7% | $430-95.0% |