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 | -$8,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,372 | $45,324+125.9% | $122,332-16.3% | $69,631+47.0% |
| Participation rate | 70.9% | 59.9%+11.0pp | 71.6%-0.7pp | 70.7%+0.2pp |
| Annual return | 18.50% | 25.35%-6.8pp | 30.27%-11.8pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,045 | $1,230+66.3% | $4,050-49.5% | $2,032+0.6% |
| Participant deferral / active EE | $5,498 | $2,367+132.3% | $3,287+67.3% | $3,224+70.6% |
| Admin fee / account holder | -$10 | $87-111.0% | $5,478-100.2% | $110-108.7% |