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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $35,910 |
Employer 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 | $31,493 | $47,977-34.4% | $154,107-79.6% | $56,287-44.0% |
| Participation rate | 80.0% | 66.2%+13.8pp | 83.0%-3.0pp | 69.9%+10.1pp |
| Annual return | -3.09% | 3.54%-6.6pp | 735.12%-738.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,240 | $2,392-6.3% | $5,081-55.9% | $3,350-33.1% |
| Admin fee / account holder | $1 | $438-99.8% | $13,411-100.0% | $521-99.9% |