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 | $3,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,150 | $64,909+151.4% | $82,313+98.2% | $62,292+161.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.18% | 21.18%-9.0pp | 25.88%-13.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $6,451 | $1,676+284.9% | $2,428+165.6% | $2,042+215.9% |
| Participant deferral / active EE | $11,215 | $3,103+261.4% | $3,706+202.6% | $3,169+253.9% |
| Admin fee / account holder | $20 | $440-95.5% | $5,608-99.6% | $479-95.9% |