Filed October 19, 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 15 · EIN 13-3689044 | Recordkeeping | $894 |
Annual investment return 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 | $28,181 | $91,190-69.1% | $178,490-84.2% | $79,858-64.7% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 4.64% | 24.19%-19.5pp | 151.07%-146.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $1,521 | $3,256-53.3% | $5,011-69.6% | $2,471-38.4% |
| Participant deferral / active EE | $1,251 | $3,236-61.3% | $5,202-75.9% | $3,740-66.5% |
| Admin fee / account holder | $42 | $6,751-99.4% | $13,984-99.7% | $5,306-99.2% |