Filed July 9, 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 19 · EIN 51-0396365 | Securities Custodian | $46,508 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,230 | $37,196-67.1% | $154,107-92.1% | $55,725-78.1% |
| Participation rate | 91.7% | 64.1%+27.6pp | 83.0%+8.7pp | 70.9%+20.9pp |
| Annual return | -5.12% | 1319.68%-1324.8pp | 735.12%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $361 | $1,614-77.7% | $5,298-93.2% | $2,078-82.6% |
| Participant deferral / active EE | $1,705 | $2,068-17.6% | $5,081-66.4% | $3,356-49.2% |
| Admin fee / account holder | $35 | $102-65.2% | $13,411-99.7% | $115-69.3% |