Filed April 11, 2005
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 52 · EIN 04-1590850 | Indirect Investment Fees | $2,752 |
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 | $116,082 | $50,106+131.7% | $70,014+65.8% | $57,658+101.3% |
| Participation rate | 87.7% | 70.9%+16.9pp | 71.8%+15.9pp | 70.2%+17.5pp |
| Annual return | 7.28% | 14.58%-7.3pp | 12.99%-5.7pp | 5.13%+2.1pp |
| Employer contribution / active EE | $5,847 | $1,739+236.2% | $2,338+150.0% | $1,974+196.2% |
| Participant deferral / active EE | $6,249 | $2,486+151.4% | $2,931+113.2% | $3,061+104.2% |
| Admin fee / account holder | $8 | $89-91.1% | $4,380-99.8% | $95-91.6% |