Filed October 18, 2004
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 |
|---|---|---|
BGH ASSOCIATES, PC.1 year Service code 10 · EIN 42-1508032 | Accounting | $8,000 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 16 · EIN 61-1732930 | Consulting | $7,885 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $5,350 |
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 | $136,759 | $70,908+92.9% | $98,907+38.3% | $73,488+86.1% |
| Participation rate | 98.9% | 73.8%+25.1pp | 76.0%+22.8pp | 70.7%+28.2pp |
| Annual return | 12.11% | 34.17%-22.1pp | 196.43%-184.3pp | 28.51%-16.4pp |
| Employer contribution / active EE | $5,906 | $2,036+190.0% | $2,689+119.6% | $2,270+160.1% |
| Participant deferral / active EE | $5,141 | $3,500+46.9% | $4,244+21.1% | $3,740+37.5% |
| Admin fee / account holder | $89 | $535-83.4% | $6,642-98.7% | $513-82.7% |