Filed October 26, 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 99 · EIN 95-3845382 | Other Fees | $5,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,824 | $73,867-62.3% | $143,757-80.6% | $68,494-59.4% |
| Participation rate | 52.7% | 66.7%-14.0pp | 80.3%-27.6pp | 67.9%-15.2pp |
| Annual return | -15.91% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $570 | $3,184-82.1% | $4,951-88.5% | $2,596-78.0% |
| Participant deferral / active EE | $1,322 | $3,384-60.9% | $5,637-76.5% | $4,027-67.2% |
| Admin fee / account holder | $50 | $5,755-99.1% | $14,673-99.7% | $5,403-99.1% |