Filed June 21, 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.
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 7-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 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,061 | $75,388-36.2% | $123,544-61.1% | $55,725-13.8% |
| Participation rate | 83.6% | 75.7%+7.9pp | 82.3%+1.3pp | 70.9%+12.7pp |
| Annual return | 0.00% | 4.48%-4.5pp | 119.20%-119.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $86 | $3,063-97.2% | $4,628-98.1% | $2,078-95.9% |
| Participant deferral / active EE | $221 | $5,651-96.1% | $6,426-96.6% | $3,356-93.4% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |