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 | $461,598 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,151 | $124,049+38.8% | $95,952+79.4% | $93,223+84.7% |
| Participation rate | 97.2% | 88.4%+8.8pp | 77.1%+20.1pp | 74.9%+22.3pp |
| Annual return | 18.05% | 22.17%-4.1pp | 91.61%-73.6pp | 19.29%-1.2pp |
| Employer contribution / active EE | $2,685 | $3,478-22.8% | $2,541+5.7% | $2,680+0.2% |
| Participant deferral / active EE | $4,798 | $6,147-21.9% | $4,167+15.2% | $4,563+5.2% |
| Admin fee / account holder | $58 | $73-19.8% | $6,795-99.1% | $79-26.4% |