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 | $73,814 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $31,884 |
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 | $33,359 | $45,382-26.5% | $154,107-78.4% | $75,289-55.7% |
| Participation rate | 80.1% | 65.9%+14.2pp | 83.0%-2.9pp | 72.4%+7.7pp |
| Annual return | -3.49% | -0.47%-3.0pp | 735.12%-738.6pp | -0.04%-3.5pp |
| Employer contribution / active EE | $1,570 | $1,533+2.4% | $5,298-70.4% | $2,405-34.7% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $34 | $89-61.5% | $13,411-99.7% | $102-66.4% |