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, LLC2+ years Filed as: PLAN PILOT, LLC Service code 16 · EIN 45-4168388 | Consulting | $36,607 |
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 | $137,602 | $74,552+84.6% | $62,995+118.4% | $69,631+97.6% |
| Participation rate | 97.9% | 78.3%+19.6pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | 12.90% | 15.77%-2.9pp | 87.57%-74.7pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $3,593 | $2,929+22.7% | $2,759+30.2% | $2,032+76.8% |
| Participant deferral / active EE | $4,289 | $2,974+44.2% | $3,329+28.8% | $3,224+33.0% |
| Admin fee / account holder | $219 | $59+269.4% | $3,600-93.9% | $110+98.8% |