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 | $652,028 |
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 | $57,148 | $92,153-38.0% | $76,817-25.6% | $82,204-30.5% |
| Participation rate | 99.3% | 79.4%+19.9pp | 72.1%+27.3pp | 73.4%+25.9pp |
| Annual return | 16.75% | 21.12%-4.4pp | 1166.11%-1149.4pp | 26.31%-9.6pp |
| Employer contribution / active EE | $2,457 | $3,043-19.3% | $2,302+6.7% | $2,707-9.3% |
| Participant deferral / active EE | $4,134 | $4,304-3.9% | $3,336+23.9% | $4,246-2.6% |
| Admin fee / account holder | $61 | $70-13.3% | $6,420-99.1% | $76-19.5% |