Filed January 31, 2005
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 21 · EIN 41-0632402 | Bank Trustee | $1,457 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,303 | $68,544+2.6% | $115,752-39.3% | $69,631+1.0% |
| Participation rate | 84.2% | 74.0%+10.3pp | 77.8%+6.4pp | 70.7%+13.5pp |
| Annual return | 22.43% | 20.97%+1.5pp | 19.41%+3.0pp | 27571.02%-27548.6pp |
| Employer contribution / active EE | $259 | $2,400-89.2% | $3,492-92.6% | $2,032-87.2% |
| Participant deferral / active EE | $3,812 | $3,887-1.9% | $5,204-26.7% | $3,224+18.3% |
| Admin fee / account holder | $3 | $90-96.5% | $6,278-100.0% | $110-97.2% |