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 | Investment management; Finders' fees ... | $33,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,531 | $66,457-8.9% | $81,382-25.6% | $77,643-22.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 14.00% | 15.93%-1.9pp | 24.73%-10.7pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,155 | $2,159+46.1% | $2,463+28.1% | $2,726+15.7% |
| Participant deferral / active EE | $4,821 | $3,679+31.0% | $3,883+24.2% | $4,647+3.7% |
| Admin fee / account holder | $77 | $583-86.7% | $5,768-98.7% | $430-82.1% |