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 | $15,674 |
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 | $10,416 | $73,638-85.9% | $95,952-89.1% | $73,488-85.8% |
| Participation rate | 92.8% | 76.2%+16.7pp | 77.1%+15.7pp | 70.7%+22.1pp |
| Annual return | 14.43% | 16.78%-2.4pp | 91.61%-77.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,255 | $1,863-32.6% | $2,541-50.6% | $2,270-44.7% |
| Participant deferral / active EE | $534 | $3,617-85.2% | $4,167-87.2% | $3,740-85.7% |
| Admin fee / account holder | $81 | $482-83.2% | $6,795-98.8% | $513-84.2% |