Filed November 9, 2005
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, LLC4+ years Filed as: PLAN PILOT, LLC Service code 28 · EIN 45-4168388 | Investment Management | $12,731 |
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 | $116,912 | $70,083+66.8% | $59,878+95.3% | $55,725+109.8% |
| Participation rate | 99.1% | 78.4%+20.7pp | 74.7%+24.4pp | 70.9%+28.2pp |
| Annual return | -2.69% | 3.13%-5.8pp | 3.46%-6.2pp | 244.93%-247.6pp |
| Employer contribution / active EE | $3,973 | $2,878+38.0% | $2,722+46.0% | $2,078+91.2% |
| Participant deferral / active EE | $6,819 | $3,079+121.5% | $3,402+100.5% | $3,356+103.2% |
| Admin fee / account holder | $17 | $70-76.2% | $3,590-99.5% | $115-85.5% |