Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
PLANPILOT, LLC1+ years Filed as: PLAN PILOT, LLC Service code 16 · EIN 45-4168388 | Consulting | $36,748 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $13,618 |
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 | $129,362 | $68,408+89.1% | $57,179+126.2% | $57,658+124.4% |
| Participation rate | 96.7% | 79.1%+17.5pp | 75.3%+21.3pp | 70.2%+26.4pp |
| Annual return | 6.36% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.2pp |
| Employer contribution / active EE | $3,758 | $2,869+31.0% | $2,682+40.1% | $1,974+90.4% |
| Participant deferral / active EE | $4,750 | $2,903+63.6% | $3,096+53.4% | $3,061+55.2% |
| Admin fee / account holder | $228 | $70+226.8% | $3,139-92.7% | $95+140.8% |