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 7-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 35-0145825 | Recordkeeping | $36,867 |
Participant 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 | $32,424 | $46,360-30.1% | $147,614-78.0% | $52,331-38.0% |
| Participation rate | 82.3% | 64.9%+17.4pp | 84.6%-2.3pp | 68.1%+14.2pp |
| Annual return | 0.29% | 1.62%-1.3pp | 61.98%-61.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,996 | $2,126-6.1% | $5,564-64.1% | $1,882+6.1% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |