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 | $16,712 |
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 | $46,405 | $58,879-21.2% | $178,490-74.0% | $73,488-36.9% |
| Participation rate | 83.5% | 66.2%+17.3pp | 81.9%+1.6pp | 70.7%+12.8pp |
| Annual return | 13.74% | 24.86%-11.1pp | 151.07%-137.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $2,324 | $2,236+3.9% | $5,011-53.6% | $2,270+2.4% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $400-99.2% | $13,984-100.0% | $513-99.4% |