Filed October 28, 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 9-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 12 · EIN 13-3689044 | Participant communication; Shareholde... | $52,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,527 | $80,753+66.6% | $136,294-1.3% | $62,292+116.0% |
| Participation rate | 92.0% | 73.5%+18.4pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5155.94%-5155.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $4,855 | $2,884+68.4% | $4,695+3.4% | $2,042+137.7% |
| Participant deferral / active EE | $7,163 | $5,164+38.7% | $6,247+14.7% | $3,169+126.0% |
| Admin fee / account holder | $314 | $525-40.2% | $9,243-96.6% | $479-34.5% |