Filed April 15, 2004 (most recent of 2 filings on file)
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 15 · EIN 35-0145825 | Recordkeeping | $62,503 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $31,278 |
Participant contribution per participant 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 | $36,414 | $46,173-21.1% | $170,442-78.6% | $69,631-47.7% |
| Participation rate | 85.5% | 63.9%+21.6pp | 83.6%+1.9pp | 70.7%+14.8pp |
| Annual return | 15.98% | 21.62%-5.6pp | 205.93%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,528 | $1,610-5.1% | $5,433-71.9% | $2,032-24.8% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $36 | $116-69.2% | $13,880-99.7% | $110-67.6% |