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 38 · EIN 35-0145825 | Participant Communication | $14,363 |
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 | $35,442 | $52,953-33.1% | $172,739-79.5% | $65,185-45.6% |
| Participation rate | 79.1% | 66.2%+12.9pp | 82.6%-3.5pp | 70.2%+8.9pp |
| Annual return | 19.61% | 30.12%-10.5pp | 802.84%-783.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,159 | $2,471-12.6% | $5,198-58.5% | $3,514-38.6% |
| Admin fee / account holder | $2 | $472-99.6% | $13,954-100.0% | $847-99.8% |