Filed November 9, 2005 (most recent of 2 filings on file)
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 04-1590850 | Recordkeeping | $1,182 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
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 | $76,417 | $39,898+91.5% | $121,196-36.9% | $55,725+37.1% |
| Participation rate | 97.4% | 61.2%+36.2pp | 71.7%+25.7pp | 70.9%+26.6pp |
| Annual return | -4.89% | -0.96%-3.9pp | 16.93%-21.8pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,465 | $1,295+90.3% | $4,022-38.7% | $2,078+18.6% |
| Participant deferral / active EE | $4,466 | $2,439+83.1% | $3,344+33.5% | $3,356+33.1% |
| Admin fee / account holder | $3 | $95-97.2% | $5,019-99.9% | $115-97.7% |