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 · EIN 35-0145825 | Indirect Investment Fees | $47,272 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $7,522 |
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 | $49,000 | $58,879-16.8% | $178,490-72.5% | $73,488-33.3% |
| Participation rate | 78.8% | 66.2%+12.6pp | 81.9%-3.1pp | 70.7%+8.2pp |
| Annual return | 16.26% | 24.86%-8.6pp | 151.07%-134.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,175 | $2,236-47.4% | $5,011-76.5% | $2,270-48.2% |
| Participant deferral / active EE | $2,576 | $2,567+0.3% | $5,202-50.5% | $3,740-31.1% |
| Admin fee / account holder | $34 | $400-91.5% | $13,984-99.8% | $513-93.4% |