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 | $37,251 |
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 | $33,889 | $47,977-29.4% | $154,107-78.0% | $56,287-39.8% |
| Participation rate | 84.6% | 66.2%+18.4pp | 83.0%+1.5pp | 69.9%+14.7pp |
| Annual return | -2.78% | 3.54%-6.3pp | 735.12%-737.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,078 | $2,169-4.2% | $5,298-60.8% | $2,111-1.5% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $438-99.5% | $13,411-100.0% | $521-99.6% |