Filed October 18, 2004
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 27 · EIN 31-1612116 | Advisory (Plan) | $89,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,690 |
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 | $41,808 | $88,890-53.0% | $102,423-59.2% | $77,643-46.2% |
| Participation rate | 87.3% | 80.9%+6.4pp | 76.5%+10.8pp | 70.6%+16.7pp |
| Annual return | 13.56% | 24.98%-11.4pp | 29.32%-15.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,220 | $2,698-54.8% | $3,023-59.6% | $2,726-55.2% |
| Participant deferral / active EE | $1,720 | $5,145-66.6% | $5,053-66.0% | $4,647-63.0% |
| Admin fee / account holder | $78 | $235-66.8% | $9,451-99.2% | $430-81.9% |