Filed November 17, 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 26 · EIN 35-1729164 | Advisory (Participants) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,850 | $72,554+33.5% | $138,135-29.9% | $73,488+31.8% |
| Participation rate | 72.5% | 74.8%-2.3pp | 78.7%-6.2pp | 70.7%+1.9pp |
| Annual return | 15.44% | 17.50%-2.1pp | 20.51%-5.1pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,195 | $3,511-66.0% | $5,587-78.6% | $2,270-47.4% |
| Participant deferral / active EE | $2,740 | $4,908-44.2% | $6,431-57.4% | $3,740-26.7% |
| Admin fee / account holder | $286 | $464-38.4% | $11,856-97.6% | $513-44.3% |