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 | $727,011 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,325 | $89,394-40.3% | $70,092-23.9% | $89,394-40.3% |
| Participation rate | 97.4% | 71.3%+26.1pp | 70.5%+26.9pp | 71.3%+26.1pp |
| Annual return | -7.19% | -11.89%+4.7pp | 190.73%-197.9pp | -11.89%+4.7pp |
| Employer contribution / active EE | $2,264 | $3,022-25.1% | $2,559-11.5% | $3,022-25.1% |
| Participant deferral / active EE | $4,334 | $5,123-15.4% | $3,849+12.6% | $5,123-15.4% |
| Admin fee / account holder | $60 | $79-25.0% | $6,267-99.0% | $79-25.0% |