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 38 · EIN 35-0145825 | Participant Communication | $17,709 |
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 | $41,835 | $52,953-21.0% | $172,739-75.8% | $65,185-35.8% |
| Participation rate | 81.2% | 66.2%+15.0pp | 82.6%-1.4pp | 70.2%+11.0pp |
| Annual return | 21.17% | 30.12%-9.0pp | 802.84%-781.7pp | 29.38%-8.2pp |
| Employer contribution / active EE | $2,188 | $2,190-0.1% | $5,143-57.5% | $2,177+0.5% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $13 | $472-97.1% | $13,954-99.9% | $847-98.4% |