Filed July 19, 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 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $15,987 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,550 | $46,173-70.7% | $170,442-92.0% | $69,631-80.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 13.07% | 21.62%-8.6pp | 205.93%-192.9pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,738 | $1,610+7.9% | $5,433-68.0% | $2,032-14.5% |
| Participant deferral / active EE | $1,830 | $2,080-12.0% | $4,939-63.0% | $3,224-43.2% |
| Admin fee / account holder | $46 | $116-60.1% | $13,880-99.7% | $110-58.1% |