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 | $51,400 |
Employer 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 | $14,885 | $62,928-76.3% | $172,739-91.4% | $67,579-78.0% |
| Participation rate | 91.3% | 64.5%+26.9pp | 82.6%+8.7pp | 71.3%+20.1pp |
| Annual return | 22.60% | 30.36%-7.8pp | 802.84%-780.2pp | 378.56%-356.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,866 | $2,145-13.0% | $5,198-64.1% | $3,539-47.3% |
| Admin fee / account holder | $38 | $167-77.1% | $13,954-99.7% | $142-73.1% |