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 | $13,693 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,236 | $76,050-87.9% | $96,544-90.4% | $71,457-87.1% |
| Participation rate | 84.4% | 74.4%+10.0pp | 76.0%+8.5pp | 67.9%+16.5pp |
| Annual return | 16.08% | 22.81%-6.7pp | 25.84%-9.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,349 | $2,244-39.9% | $2,965-54.5% | $2,588-47.9% |
| Participant deferral / active EE | $1,354 | $4,215-67.9% | $4,851-72.1% | $4,289-68.4% |
| Admin fee / account holder | $86 | $2,707-96.8% | $8,252-99.0% | $1,587-94.6% |