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 |
|---|---|---|
MARKETING SERVICES1+ years Service code 26 · EIN 99-9002026 | Advisory (Participants) | $37,786 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,151 |
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 | $153,507 | $53,412+187.4% | $68,509+124.1% | $52,331+193.3% |
| Participation rate | 97.5% | 71.7%+25.9pp | 74.7%+22.8pp | 68.1%+29.4pp |
| Annual return | -0.73% | 3.42%-4.1pp | 8.27%-9.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $3,553 | $1,607+121.1% | $2,278+56.0% | $1,882+88.8% |
| Participant deferral / active EE | $5,209 | $2,688+93.8% | $3,382+54.0% | $3,022+72.4% |
| Admin fee / account holder | $217 | $461-53.0% | $5,275-95.9% | $592-63.4% |