Filed October 22, 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 26-0058143 | Advisory (Plan) | $49,875 |
ANALYTIC SERVICE INC.1 year Service code 49 · EIN 54-0695125 | Other Services | $15,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $77,433 | $88,122-12.1% | $141,162-45.1% | $67,579+14.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 18.29% | 75.40%-57.1pp | 71.39%-53.1pp | 378.56%-360.3pp |
| Employer contribution / active EE | $8,088 | $3,224+150.8% | $4,735+70.8% | $2,148+276.6% |
| Participant deferral / active EE | $8,319 | $5,958+39.6% | $6,709+24.0% | $3,539+135.0% |
| Admin fee / account holder | $34 | $131-73.8% | $10,261-99.7% | $142-75.9% |