Filed March 2, 2005
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 15 · EIN 01-0233346 | Recordkeeping | $1,028 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,312 | $96,137+48.0% | $136,007+4.6% | $80,874+76.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.93% | 28.70%-12.8pp | 579.32%-563.4pp | 35.62%-19.7pp |
| Employer contribution / active EE | $6,339 | $3,350+89.2% | $4,215+50.4% | $2,756+130.0% |
| Participant deferral / active EE | $6,233 | $5,706+9.2% | $7,024-11.3% | $4,297+45.1% |
| Admin fee / account holder | $269 | $8,236-96.7% | $6,858-96.1% | $6,935-96.1% |