Filed January 1, 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 |
|---|---|---|
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $14,303 |
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 | $48,731 | $98,982-50.8% | $162,163-69.9% | $65,185-25.2% |
| Participation rate | 87.7% | 85.8%+1.9pp | 87.6%+0.2pp | 70.2%+17.5pp |
| Annual return | 19.54% | 24.84%-5.3pp | 115.59%-96.1pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,610 | $3,467-53.6% | $5,614-71.3% | $2,177-26.0% |
| Participant deferral / active EE | $3,433 | $5,384-36.2% | $7,298-53.0% | $3,514-2.3% |
| Admin fee / account holder | $106 | $596-82.3% | $10,843-99.0% | $847-87.5% |