Filed May 26, 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 28 · EIN 71-0294708 | Investment Management | $4,995 |
Form 5500 reported that benefits due were not provided when due.
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 | $17,864 | $52,953-66.3% | $172,739-89.7% | $65,185-72.6% |
| Participation rate | 98.3% | 66.2%+32.1pp | 82.6%+15.6pp | 70.2%+28.1pp |
| Annual return | 17.70% | 30.12%-12.4pp | 802.84%-785.1pp | 29.38%-11.7pp |
| Employer contribution / active EE | $795 | $2,190-63.7% | $5,143-84.5% | $2,177-63.5% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $19 | $472-95.9% | $13,954-99.9% | $847-97.7% |