Filed October 18, 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 27 · EIN 59-3331424 | Advisory (Plan) | $20,555 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,875 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,429 | $59,186-55.3% | $76,768-65.6% | $56,287-53.0% |
| Participation rate | 80.1% | 75.2%+4.9pp | 77.0%+3.1pp | 69.9%+10.2pp |
| Annual return | -5.23% | 6.62%-11.8pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,808 | $1,759+2.8% | $2,485-27.2% | $2,111-14.3% |
| Participant deferral / active EE | $2,392 | $3,255-26.5% | $3,852-37.9% | $3,350-28.6% |
| Admin fee / account holder | $136 | $489-72.2% | $6,675-98.0% | $521-73.9% |