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 | $503,753 |
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 | $127,619 | $106,087+20.3% | $86,677+47.2% | $78,044+63.5% |
| Participation rate | 98.5% | 89.6%+8.9pp | 76.6%+21.9pp | 74.4%+24.0pp |
| Annual return | -8.11% | -14.87%+6.8pp | 35.91%-44.0pp | 10.87%-19.0pp |
| Employer contribution / active EE | $4,530 | $4,110+10.2% | $2,836+59.7% | $3,125+45.0% |
| Participant deferral / active EE | $5,234 | $6,851-23.6% | $4,656+12.4% | $5,084+2.9% |
| Admin fee / account holder | $49 | $81-40.1% | $7,493-99.4% | $79-38.4% |