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 |
|---|---|---|
PLANPILOT, LLC4+ years Service code 28 · EIN 45-4168388 | Investment Management | $35,360 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,500 |
AKINS HENKE AND COMPANY2 years Service code 10 · EIN 46-3220328 | Accounting | $6,685 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $305,294 | $95,542+219.5% | $69,455+339.6% | $67,579+351.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 2.17% | 17.67%-15.5pp | 28.97%-26.8pp | 378.56%-376.4pp |
| Employer contribution / active EE | $5,733 | $2,989+91.8% | $2,779+106.3% | $2,148+166.9% |
| Participant deferral / active EE | $6,302 | $3,263+93.1% | $3,535+78.3% | $3,539+78.1% |
| Admin fee / account holder | $194 | $90+116.1% | $3,839-94.9% | $142+36.4% |