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 | $28,636 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $5,352 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,965 | $58,879-1.6% | $178,490-67.5% | $73,488-21.1% |
| Participation rate | 70.3% | 66.2%+4.1pp | 81.9%-11.6pp | 70.7%-0.4pp |
| Annual return | 15.73% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,474 | $2,567-3.6% | $5,202-52.4% | $3,740-33.8% |
| Admin fee / account holder | $26 | $400-93.5% | $13,984-99.8% | $513-94.9% |