Filed February 4, 2005 (most recent of 4 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 |
|---|---|---|
BENEFIT TRUST COMPANY5+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $105,162 |
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 | $171,383 | $110,760+54.7% | $162,163+5.7% | $82,204+108.5% |
| Participation rate | 93.2% | 92.7%+0.6pp | 87.6%+5.7pp | 73.4%+19.8pp |
| Annual return | 20.30% | 22.97%-2.7pp | 115.59%-95.3pp | 26.31%-6.0pp |
| Employer contribution / active EE | $5,722 | $4,437+29.0% | $5,614+1.9% | $2,707+111.4% |
| Participant deferral / active EE | $9,022 | $6,652+35.6% | $7,298+23.6% | $4,246+112.5% |
| Admin fee / account holder | $0 | $65-99.9% | $10,843-100.0% | $76-100.0% |