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 |
|---|---|---|
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
WUNDERLICH SECURITIES, INC.1+ years Service code 26 · EIN 62-1518255 | Advisory (Participants) | $0 |
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 | $93,251 | $70,667+32.0% | $123,104-24.3% | $52,331+78.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 3.83% | 6.23%-2.4pp | 13.22%-9.4pp | 4.54%-0.7pp |
| Employer contribution / active EE | $1,660 | $2,946-43.7% | $5,151-67.8% | $1,882-11.8% |
| Participant deferral / active EE | $1,630 | $4,493-63.7% | $6,230-73.8% | $3,022-46.1% |
| Admin fee / account holder | $5 | $506-99.0% | $9,015-99.9% | $592-99.2% |