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 | $69,999 |
Annual investment return 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 | $17,186 | $46,292-62.9% | $143,757-88.0% | $64,808-73.5% |
| Participation rate | 96.3% | 64.2%+32.1pp | 80.3%+16.0pp | 71.5%+24.8pp |
| Annual return | -17.43% | -10.05%-7.4pp | -0.04%-17.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $689 | $1,910-63.9% | $4,951-86.1% | $2,506-72.5% |
| Participant deferral / active EE | $2,109 | $2,646-20.3% | $5,637-62.6% | $4,310-51.1% |
| Admin fee / account holder | $55 | $154-64.5% | $14,673-99.6% | $188-70.9% |