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 | $53,408 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,247 | $56,485-60.6% | $185,823-88.0% | $86,799-74.4% |
| Participation rate | 94.5% | 65.5%+29.0pp | 81.7%+12.8pp | 72.3%+22.2pp |
| Annual return | 13.71% | 118.04%-104.3pp | 122.05%-108.3pp | 97.91%-84.2pp |
| Employer contribution / active EE | $669 | $1,843-63.7% | $5,167-87.1% | $2,405-72.2% |
| Participant deferral / active EE | $2,249 | $2,553-11.9% | $5,568-59.6% | $4,131-45.6% |
| Admin fee / account holder | $45 | $150-70.0% | $16,237-99.7% | $170-73.5% |