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 | $6,210 |
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 | $84,223 | $55,002+53.1% | $59,878+40.7% | $56,287+49.6% |
| Participation rate | 71.0% | 75.9%-4.9pp | 74.7%-3.7pp | 69.9%+1.2pp |
| Annual return | 10.97% | 1.13%+9.8pp | 3.46%+7.5pp | -9.96%+20.9pp |
| Employer contribution / active EE | $3,172 | $2,448+29.6% | $2,722+16.6% | $2,111+50.3% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $31 | $236-86.7% | $3,590-99.1% | $521-94.0% |