Filed October 22, 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 19 · EIN 51-0396365 | Securities Custodian | $12,430 |
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 | $56,670 | $55,415+2.3% | $155,509-63.6% | $74,495-23.9% |
| Participation rate | 63.8% | 61.9%+1.9pp | 78.2%-14.3pp | 67.2%-3.4pp |
| Annual return | 14.39% | 268.50%-254.1pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $847 | $2,267-62.6% | $4,672-81.9% | $2,623-67.7% |
| Participant deferral / active EE | $3,374 | $2,836+19.0% | $5,626-40.0% | $4,346-22.4% |
| Admin fee / account holder | $83 | $1,738-95.2% | $15,912-99.5% | $1,942-95.7% |