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 | -$6,512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,195 | $54,121+129.5% | $134,143-7.4% | $73,409+69.2% |
| Participation rate | 91.1% | 64.4%+26.7pp | 72.2%+18.9pp | 72.2%+18.9pp |
| Annual return | 17.28% | -312.52%+329.8pp | 36.33%-19.1pp | 59.29%-42.0pp |
| Employer contribution / active EE | $3,636 | $1,402+159.3% | $3,704-1.8% | $2,234+62.8% |
| Participant deferral / active EE | $8,652 | $2,844+204.2% | $3,499+147.3% | $3,805+127.4% |
| Admin fee / account holder | -$6 | $132-104.4% | $6,684-100.1% | $158-103.7% |