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 60 · EIN 04-2647786 | Sub-TA Fees | -$28,950 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,398 | $57,541+425.5% | $95,745+215.8% | $75,163+302.3% |
| Participation rate | 97.6% | 62.5%+35.1pp | 72.3%+25.4pp | 67.2%+30.4pp |
| Annual return | 33.00% | 34.93%-1.9pp | 28.35%+4.6pp | 160.62%-127.6pp |
| Employer contribution / active EE | $9,514 | $1,808+426.3% | $2,835+235.7% | $2,670+256.4% |
| Participant deferral / active EE | $6,058 | $3,074+97.1% | $4,245+42.7% | $4,125+46.9% |
| Admin fee / account holder | -$261 | $4,099-106.4% | $5,678-104.6% | $5,651-104.6% |