Filed February 23, 2005
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 52 | Indirect Investment Fees | $30,030 |
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 | $33,926 | $46,360-26.8% | $147,614-77.0% | $52,331-35.2% |
| Participation rate | 70.2% | 64.9%+5.3pp | 84.6%-14.4pp | 68.1%+2.1pp |
| Annual return | -0.69% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $953 | $2,126-55.2% | $5,564-82.9% | $1,882-49.4% |
| Participant deferral / active EE | $1,876 | $2,258-16.9% | $4,895-61.7% | $3,022-37.9% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |