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 38 · EIN 35-0145825 | Participant Communication | $155,612 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $33,008 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,842 | $56,095-30.8% | $178,490-78.2% | $90,288-57.0% |
| Participation rate | 77.1% | 65.6%+11.6pp | 81.9%-4.8pp | 73.4%+3.8pp |
| Annual return | 16.02% | 28.81%-12.8pp | 151.07%-135.1pp | 53.97%-37.9pp |
| Employer contribution / active EE | $1,598 | $1,572+1.6% | $5,011-68.1% | $2,524-36.7% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $32 | $101-68.5% | $13,984-99.8% | $114-72.2% |