Filed October 19, 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 64 · EIN 04-2647786 | Recordkeeping Fees | $6,048 |
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 | $76,040 | $52,467+44.9% | $57,179+33.0% | $55,167+37.8% |
| Participation rate | 73.1% | 75.8%-2.8pp | 75.3%-2.2pp | 69.0%+4.1pp |
| Annual return | 0.05% | 7.72%-7.7pp | 14.59%-14.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $3,187 | $2,477+28.6% | $2,682+18.8% | $1,963+62.4% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $29 | $269-89.3% | $3,139-99.1% | $504-94.3% |