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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 |
|---|---|---|
MERCER3 years Service code 11 · EIN 30-0282430 | Actuarial | $337,283 |
Service code 11 · EIN 13-3689044 | Actuarial | $42,679 |
US BANK6 years Service code 25 · EIN 31-0841368 | Directed Trustee | $21,718 |
BDO USA, LLP2 years Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $20,486 |
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $116,914-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 10.87% | 6.95%+3.9pp | 8.92%+2.0pp | 8.21%+2.7pp |
| Employer contribution / active EE | $9,639 | $9,078+6.2% | $24,416-60.5% | $13,842-30.4% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $692-100.0% | $1,652-100.0% |