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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
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 | $62,234 | $38,925+59.9% | $73,843-15.7% | $55,191+12.8% |
| Participation rate | 99.7% | 66.0%+33.6pp | 73.4%+26.2pp | 69.2%+30.5pp |
| Annual return | 0.66% | 6.31%-5.6pp | 2267.84%-2267.2pp | 10.78%-10.1pp |
| Employer contribution / active EE | $4,256 | $1,695+151.1% | $2,787+52.7% | $1,899+124.1% |
| Participant deferral / active EE | $6,974 | $2,351+196.6% | $3,583+94.6% | $3,046+128.9% |
| Admin fee / account holder | $0 | $83-99.5% | $4,880-100.0% | $91-99.5% |