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 | -$10,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,288 | $47,648+112.6% | $130,648-22.5% | $67,579+49.9% |
| Participation rate | 85.2% | 60.4%+24.8pp | 71.7%+13.4pp | 71.3%+13.9pp |
| Annual return | 23.21% | 25.73%-2.5pp | 1708.96%-1685.7pp | 378.56%-355.3pp |
| Employer contribution / active EE | $2,400 | $1,408+70.5% | $4,092-41.4% | $2,148+11.7% |
| Participant deferral / active EE | $6,311 | $2,616+141.2% | $3,603+75.2% | $3,539+78.3% |
| Admin fee / account holder | -$9 | $105-108.7% | $5,464-100.2% | $142-106.4% |