Filed November 17, 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,150 |
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 | $135,422 | $60,165+125.1% | $74,183+82.6% | $55,167+145.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.67% | 10.00%-4.3pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $2,914 | $1,600+82.1% | $2,370+22.9% | $1,963+48.5% |
| Participant deferral / active EE | $10,573 | $2,973+255.7% | $3,550+197.9% | $3,054+246.2% |
| Admin fee / account holder | $18 | $419-95.6% | $5,586-99.7% | $504-96.4% |