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 12 · EIN 13-3689044 | Participant communication; Sales load... | $51,613 |
ENGELSON & ASSOCIATES, LTD3+ years Service code 10 PO BOX 785 · LA CROSSE, WI 546020765 | Accounting | $7,900 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $91,285 | $64,909+40.6% | $82,313+10.9% | $62,292+46.5% |
| Participation rate | 90.3% | 74.9%+15.5pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 16.43% | 21.18%-4.7pp | 25.88%-9.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $510 | $1,676-69.5% | $2,428-79.0% | $2,042-75.0% |
| Participant deferral / active EE | $2,709 | $3,103-12.7% | $3,706-26.9% | $3,169-14.5% |
| Admin fee / account holder | $260 | $440-40.9% | $5,608-95.4% | $479-45.8% |