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 | $127,076 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $16,810 |
Employer 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 | $30,822 | $45,000-31.5% | $143,757-78.6% | $77,904-60.4% |
| Participation rate | 79.4% | 66.8%+12.6pp | 80.3%-0.9pp | 73.7%+5.8pp |
| Annual return | -16.32% | 29.03%-45.3pp | -0.04%-16.3pp | 12.21%-28.5pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $3,421 | $3,157+8.4% | $5,637-39.3% | $4,806-28.8% |
| Admin fee / account holder | $18 | $98-81.6% | $14,673-99.9% | $133-86.4% |