Filed October 18, 2004 (most recent of 4 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 64 · EIN 04-2647786 | Recordkeeping Fees | $270,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,746 | $88,730+153.3% | $82,313+173.0% | $77,958+188.3% |
| Participation rate | 98.5% | 84.5%+14.0pp | 76.9%+21.6pp | 71.6%+26.9pp |
| Annual return | 17.31% | 20.88%-3.6pp | 25.88%-8.6pp | 20.87%-3.6pp |
| Employer contribution / active EE | $4,687 | $2,758+69.9% | $2,428+93.0% | $2,310+102.9% |
| Participant deferral / active EE | $4,875 | $4,634+5.2% | $3,706+31.5% | $3,537+37.8% |
| Admin fee / account holder | $53 | $74-28.4% | $5,608-99.1% | $97-45.6% |