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 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 |
|---|---|---|
INR ADVISORY SERVICES, LLC1 year Filed as: INR ADVISORY SERVICES, INC. Service code 26 · EIN 02-0755540 | Advisory (Participants) | $13,892 |
INVESTNRETIRE, LLC1 year Filed as: INVEST N RETIRE, LLC Service code 15 · EIN 34-1987439 | Recordkeeping | $11,561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,871 | $37,196-62.7% | $154,107-91.0% | $55,725-75.1% |
| Participation rate | 59.0% | 64.1%-5.1pp | 83.0%-24.1pp | 70.9%-11.9pp |
| Annual return | 8.50% | 1319.68%-1311.2pp | 735.12%-726.6pp | 244.93%-236.4pp |
| Employer contribution / active EE | $323 | $1,614-80.0% | $5,298-93.9% | $2,078-84.5% |
| Participant deferral / active EE | $774 | $2,068-62.6% | $5,081-84.8% | $3,356-76.9% |
| Admin fee / account holder | $62 | $102-38.6% | $13,411-99.5% | $115-45.8% |