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 | Float revenue; Sales loads (front end... | $29,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,058 | $69,823-19.7% | $77,163-27.4% | $74,419-24.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 20.44% | 19.98%+0.5pp | 37.87%-17.4pp | 34.38%-13.9pp |
| Employer contribution / active EE | $3,213 | $2,150+49.5% | $2,535+26.8% | $2,637+21.8% |
| Participant deferral / active EE | $4,928 | $3,558+38.5% | $3,833+28.5% | $4,528+8.8% |
| Admin fee / account holder | $72 | $398-81.8% | $5,472-98.7% | $348-79.2% |