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 | $3,320 |
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 | $187,540 | $65,376+186.9% | $87,100+115.3% | $65,185+187.7% |
| Participation rate | 97.6% | 75.3%+22.2pp | 76.9%+20.7pp | 70.2%+27.4pp |
| Annual return | 18.67% | 31.27%-12.6pp | 28.19%-9.5pp | 29.38%-10.7pp |
| Employer contribution / active EE | $6,732 | $1,822+269.4% | $2,521+167.0% | $2,177+209.3% |
| Participant deferral / active EE | $11,424 | $3,388+237.1% | $4,049+182.2% | $3,514+225.1% |
| Admin fee / account holder | $20 | $520-96.2% | $7,497-99.7% | $847-97.7% |