Filed July 23, 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 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 15 · EIN 38-3220894 | Recordkeeping | $1,465 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,627 | $37,196-25.7% | $154,107-82.1% | $55,725-50.4% |
| Participation rate | 87.1% | 64.1%+23.0pp | 83.0%+4.1pp | 70.9%+16.2pp |
| Annual return | 10.57% | 1319.68%-1309.1pp | 735.12%-724.6pp | 244.93%-234.4pp |
| Employer contribution / active EE | $1,747 | $1,614+8.2% | $5,298-67.0% | $2,078-15.9% |
| Participant deferral / active EE | $181 | $2,068-91.2% | $5,081-96.4% | $3,356-94.6% |
| Admin fee / account holder | $23 | $102-77.0% | $13,411-99.8% | $115-79.7% |