Filed August 10, 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 27 · EIN 23-2221114 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,590 |
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 | $111,723 | $60,349+85.1% | $74,183+50.6% | $62,891+77.6% |
| Participation rate | 98.9% | 72.7%+26.2pp | 76.6%+22.3pp | 69.3%+29.6pp |
| Annual return | 7.82% | 21.37%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $11,358 | $1,680+576.0% | $2,370+379.2% | $2,281+398.0% |
| Participant deferral / active EE | $10,544 | $2,856+269.2% | $3,550+197.0% | $3,203+229.2% |
| Admin fee / account holder | $106 | $4,261-97.5% | $5,586-98.1% | $4,296-97.5% |