Filed October 28, 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 64 · EIN 04-2647786 | Recordkeeping Fees | $350 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,960 | $48,064-14.8% | $78,778-48.0% | $69,631-41.2% |
| Participation rate | 53.6% | 61.6%-8.0pp | 69.2%-15.6pp | 70.7%-17.1pp |
| Annual return | 18.20% | 21.81%-3.6pp | 35.62%-17.4pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,093 | $744+47.0% | $1,986-45.0% | $2,032-46.2% |
| Participant deferral / active EE | $1,422 | $2,079-31.6% | $2,958-51.9% | $3,224-55.9% |
| Admin fee / account holder | $2 | $152-98.9% | $5,134-100.0% | $110-98.5% |