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 3-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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $22,002 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,404 | $56,503-10.8% | $70,092-28.1% | $64,808-22.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | 0.00% | -13.44%+13.4pp | 190.73%-190.7pp | 32.82%-32.8pp |
| Employer contribution / active EE | $2,614 | $2,046+27.8% | $2,559+2.2% | $2,506+4.3% |
| Participant deferral / active EE | $3,970 | $3,389+17.1% | $3,849+3.1% | $4,310-7.9% |
| Admin fee / account holder | $62 | $160-61.5% | $6,267-99.0% | $188-67.1% |