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 | Direct payment from the plan; Distrib... | $79,675 |
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 | $13,309 | $37,196-64.2% | $154,107-91.4% | $55,725-76.1% |
| Participation rate | 91.2% | 64.1%+27.1pp | 83.0%+8.2pp | 70.9%+20.4pp |
| Annual return | -5.87% | 1319.68%-1325.5pp | 735.12%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,405 | $1,614-13.0% | $5,298-73.5% | $2,078-32.4% |
| Participant deferral / active EE | $1,770 | $2,068-14.4% | $5,081-65.2% | $3,356-47.3% |
| Admin fee / account holder | $58 | $102-42.4% | $13,411-99.6% | $115-49.2% |