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 | Recordkeeping fees; Participant commu... | $74,200 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $114,717 | $88,122+30.2% | $141,162-18.7% | $67,579+69.8% |
| Participation rate | 93.4% | 76.5%+17.0pp | 82.5%+10.9pp | 71.3%+22.1pp |
| Annual return | 24.53% | 75.40%-50.9pp | 71.39%-46.9pp | 378.56%-354.0pp |
| Employer contribution / active EE | $4,646 | $3,224+44.1% | $4,735-1.9% | $2,148+116.3% |
| Participant deferral / active EE | $6,616 | $5,958+11.0% | $6,709-1.4% | $3,539+86.9% |
| Admin fee / account holder | $283 | $131+116.4% | $10,261-97.2% | $142+99.0% |