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 | $7,068 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,891 | $62,928-35.0% | $172,739-76.3% | $67,579-39.5% |
| Participation rate | 45.4% | 64.5%-19.1pp | 82.6%-37.3pp | 71.3%-25.9pp |
| Annual return | 18.74% | 30.36%-11.6pp | 802.84%-784.1pp | 378.56%-359.8pp |
| Employer contribution / active EE | $553 | $1,636-66.2% | $5,143-89.2% | $2,148-74.3% |
| Participant deferral / active EE | $1,257 | $2,145-41.4% | $5,198-75.8% | $3,539-64.5% |
| Admin fee / account holder | $43 | $167-74.0% | $13,954-99.7% | $142-69.5% |