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 60 · EIN 04-2647786 | Sub-TA Fees | $396,097 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,200 | $105,247+115.9% | $87,100+160.8% | $77,787+192.1% |
| Participation rate | 98.4% | 85.8%+12.7pp | 76.9%+21.6pp | 73.2%+25.2pp |
| Annual return | 42.51% | 24.52%+18.0pp | 28.19%+14.3pp | 32.57%+9.9pp |
| Employer contribution / active EE | $5,036 | $2,895+74.0% | $2,521+99.7% | $2,504+101.1% |
| Participant deferral / active EE | $5,381 | $5,060+6.3% | $4,049+32.9% | $3,967+35.6% |
| Admin fee / account holder | $69 | $104-34.4% | $7,497-99.1% | $100-31.5% |