Filed March 12, 2004 (most recent of 2 filings on file)
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 25 · EIN 04-2647786 | Directed Trustee | $675,770 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,213 | $106,382-46.2% | $81,382-29.7% | $106,382-46.2% |
| Participation rate | 97.1% | 69.9%+27.2pp | 69.5%+27.6pp | 69.9%+27.2pp |
| Annual return | 4.54% | 17.37%-12.8pp | 24.73%-20.2pp | 17.37%-12.8pp |
| Employer contribution / active EE | $2,610 | $3,364-22.4% | $2,463+6.0% | $3,364-22.4% |
| Participant deferral / active EE | $4,800 | $5,569-13.8% | $3,883+23.6% | $5,569-13.8% |
| Admin fee / account holder | $55 | $79-30.4% | $5,768-99.0% | $79-30.4% |