Filed October 18, 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 60 · EIN 04-2647786 | Sub-TA Fees | $8,732 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,550 | $37,196-36.7% | $154,107-84.7% | $55,725-57.7% |
| Participation rate | 98.3% | 64.1%+34.2pp | 83.0%+15.3pp | 70.9%+27.5pp |
| Annual return | 10.11% | 1319.68%-1309.6pp | 735.12%-725.0pp | 244.93%-234.8pp |
| Employer contribution / active EE | $1,850 | $1,614+14.6% | $5,298-65.1% | $2,078-11.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $102-89.4% | $13,411-99.9% | $115-90.6% |