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 | $70,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,891 | $47,126-45.1% | $149,673-82.7% | $74,419-65.2% |
| Participation rate | 95.9% | 63.4%+32.5pp | 78.8%+17.1pp | 70.7%+25.1pp |
| Annual return | 18.13% | 22.75%-4.6pp | 134.42%-116.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $647 | $1,905-66.1% | $4,818-86.6% | $2,637-75.5% |
| Participant deferral / active EE | $1,956 | $2,728-28.3% | $5,680-65.6% | $4,528-56.8% |
| Admin fee / account holder | $70 | $343-79.5% | $13,210-99.5% | $348-79.8% |