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 | $97,441 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $32,418 |
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 | $35,568 | $47,456-25.1% | $172,739-79.4% | $77,787-54.3% |
| Participation rate | 81.8% | 66.3%+15.5pp | 82.6%-0.9pp | 73.2%+8.6pp |
| Annual return | 21.69% | 35.57%-13.9pp | 802.84%-781.2pp | 32.57%-10.9pp |
| Employer contribution / active EE | $534 | $1,574-66.1% | $5,143-89.6% | $2,504-78.7% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $32 | $81-60.6% | $13,954-99.8% | $100-68.2% |