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 | $727,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,608 | $225,489-72.7% | $81,930-24.8% | $93,223-33.9% |
| Participation rate | 98.3% | 80.7%+17.6pp | 72.0%+26.3pp | 74.9%+23.4pp |
| Annual return | 12.14% | 14.44%-2.3pp | 29.49%-17.4pp | 19.29%-7.1pp |
| Employer contribution / active EE | $2,598 | $3,151-17.5% | $4,310-39.7% | $2,680-3.0% |
| Participant deferral / active EE | $4,333 | $4,408-1.7% | $7,107-39.0% | $4,563-5.1% |
| Admin fee / account holder | $68 | $185-63.0% | $5,158-98.7% | $79-13.6% |