Filed March 28, 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 8-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 |
|---|---|---|
SAGE, RUTTY AND CO., INC.6 years Service code 27 · EIN 16-0620690 | Advisory (Plan) | $45,595 |
Service code 13 · EIN 22-2725182 | Contract Administrator | $17,705 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,023 | $79,428+111.5% | $106,548+57.7% | $79,386+111.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 14.98% | 18.27%-3.3pp | 26.80%-11.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,613 | $2,234-27.8% | $2,819-42.8% | $2,427-33.5% |
| Participant deferral / active EE | $8,996 | $3,823+135.3% | $4,398+104.6% | $4,046+122.4% |
| Admin fee / account holder | $101 | $523-80.7% | $7,407-98.6% | $626-83.9% |