Filed October 26, 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 4-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 | $18,418 |
Participant 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 | $23,203 | $36,916-37.1% | $156,549-85.2% | $57,658-59.8% |
| Participation rate | 88.6% | 63.4%+25.2pp | 84.0%+4.6pp | 70.2%+18.4pp |
| Annual return | 23.46% | 12.38%+11.1pp | 32.23%-8.8pp | 5.13%+18.3pp |
| Employer contribution / active EE | $1,318 | $1,571-16.1% | $5,501-76.0% | $1,974-33.2% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $4 | $82-94.9% | $13,027-100.0% | $95-95.5% |