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 7-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 |
|---|---|---|
RUSSELL TRUST COMPANY3+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $151,963 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $83,940 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS, P.C. Service code 29 10701 PARKRIDGE BLVD., SUITE 300 · RESTON, VA 20191 | Legal | $32,086 |
TATE & TRYON3+ years Filed as: TATE AND TRYON Service code 10 · EIN 52-1855942 | Accounting | $11,100 |
See 1 actuary disclosure. $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.
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 | $0 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 9.17% | 11.00%-1.8pp | 9.39%-0.2pp | 10.41%-1.2pp |
| Employer contribution / active EE | $7,065 | $16,132-56.2% | $33,466-78.9% | $14,691-51.9% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |