Filed October 18, 2004
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 13 · EIN 06-1050034 | Contract Administrator | $626,859 |
KPMG LLP1 year Filed as: KPMG LLC Service code 10 · EIN 13-5565207 | Accounting | $32,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,008 | $93,223+36.2% | $104,607+21.4% | $93,223+36.2% |
| Participation rate | 97.5% | 74.9%+22.6pp | 74.1%+23.4pp | 74.9%+22.6pp |
| Annual return | 21.39% | 19.29%+2.1pp | 340.46%-319.1pp | 19.29%+2.1pp |
| Employer contribution / active EE | $1,902 | $2,680-29.0% | $2,681-29.0% | $2,680-29.0% |
| Participant deferral / active EE | $6,592 | $4,563+44.5% | $3,740+76.3% | $4,563+44.5% |
| Admin fee / account holder | $83 | $79+4.3% | $6,473-98.7% | $79+4.3% |