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 27 · EIN 04-2675571 | Advisory (Plan) | $35,257 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $309,860 | $60,124+415.4% | $90,404+242.8% | $79,858+288.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.47% | 71.94%-57.5pp | 1293.02%-1278.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $23,181 | $2,068+1021.1% | $3,262+610.6% | $2,471+838.2% |
| Participant deferral / active EE | $13,302 | $2,938+352.7% | $3,963+235.6% | $3,740+255.7% |
| Admin fee / account holder | $606 | $3,976-84.8% | $5,611-89.2% | $5,306-88.6% |