Filed February 15, 2005 (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 · EIN 04-2647786 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,178 | $47,078+83.1% | $100,671-14.4% | $55,191+56.1% |
| Participation rate | 73.8% | 58.0%+15.8pp | 70.7%+3.1pp | 69.2%+4.7pp |
| Annual return | 0.47% | 0.65%-0.2pp | 20.43%-20.0pp | 10.78%-10.3pp |
| Employer contribution / active EE | $2,016 | $1,065+89.2% | $4,012-49.7% | $1,899+6.2% |
| Participant deferral / active EE | $6,265 | $2,038+207.4% | $3,144+99.3% | $3,046+105.6% |
| Admin fee / account holder | $0 | $153-100.0% | $4,850-100.0% | $91-100.0% |