Filed October 18, 2004
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 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,694 | $65,376-86.7% | $87,100-90.0% | $65,185-86.7% |
| Participation rate | 72.7% | 75.3%-2.7pp | 76.9%-4.2pp | 70.2%+2.5pp |
| Annual return | 21.12% | 31.27%-10.2pp | 28.19%-7.1pp | 29.38%-8.3pp |
| Employer contribution / active EE | $901 | $1,822-50.5% | $2,521-64.3% | $2,177-58.6% |
| Participant deferral / active EE | $403 | $3,388-88.1% | $4,049-90.0% | $3,514-88.5% |
| Admin fee / account holder | $1 | $520-99.9% | $7,497-100.0% | $847-99.9% |