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 | $6,275 |
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 | $74,029 | $57,976+27.7% | $62,995+17.5% | $62,292+18.8% |
| Participation rate | 75.1% | 75.9%-0.8pp | 74.8%+0.3pp | 69.5%+5.6pp |
| Annual return | 13.07% | 17.54%-4.5pp | 87.57%-74.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $3,257 | $2,415+34.9% | $2,759+18.1% | $2,042+59.5% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $30 | $276-89.2% | $3,600-99.2% | $479-93.8% |