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 | $6,723 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,867 | $50,815-21.5% | $155,509-74.4% | $77,643-48.7% |
| Participation rate | 99.1% | 63.1%+36.0pp | 78.2%+20.9pp | 70.6%+28.6pp |
| Annual return | 17.09% | 34.80%-17.7pp | 64.67%-47.6pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,694 | $1,993-15.0% | $4,672-63.8% | $2,726-37.9% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $13 | $437-97.1% | $15,912-99.9% | $430-97.1% |