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 | $85,812 | $41,281+107.9% | $109,313-21.5% | $57,658+48.8% |
| Participation rate | 72.1% | 59.3%+12.8pp | 71.3%+0.8pp | 70.2%+1.9pp |
| Annual return | 7.99% | 8.97%-1.0pp | 22.07%-14.1pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,970 | $1,201+64.0% | $3,892-49.4% | $1,974-0.2% |
| Participant deferral / active EE | $5,682 | $2,223+155.6% | $3,166+79.4% | $3,061+85.7% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |