Filed November 9, 2005 (most recent of 2 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 15 · EIN 84-0467907 | Recordkeeping | $88,393 |
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 | $40,074 | $90,410-55.7% | $91,001-56.0% | $77,958-48.6% |
| Participation rate | 86.6% | 86.4%+0.2pp | 75.6%+11.0pp | 71.6%+14.9pp |
| Annual return | 16.57% | 21.34%-4.8pp | 4.60%+12.0pp | 20.87%-4.3pp |
| Employer contribution / active EE | $0 | $3,392-100.0% | $2,456-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,794 | $4,816-21.2% | $3,547+6.9% | $3,537+7.3% |
| Admin fee / account holder | $36 | $79-54.2% | $5,417-99.3% | $97-62.9% |