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 6-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 64 · EIN 71-0294708 | Recordkeeping Fees | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $68,840 | $37,117+85.5% | $147,614-53.4% | $55,191+24.7% |
| Participation rate | 47.7% | 63.6%-15.9pp | 84.6%-36.9pp | 69.2%-21.4pp |
| Annual return | 0.43% | 3.44%-3.0pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $652 | $1,620-59.8% | $5,564-88.3% | $1,899-65.7% |
| Participant deferral / active EE | $2,673 | $1,985+34.6% | $4,895-45.4% | $3,046-12.3% |
| Admin fee / account holder | $2 | $86-97.6% | $11,611-100.0% | $91-97.7% |