Filed October 18, 2004 (most recent of 4 filings on file)
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 63 · EIN 81-6023169 | 12b-1 Fees | $43,914 |
Annual investment return 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 | $100,669 | $75,760+32.9% | $123,104-18.2% | $59,188+70.1% |
| Participation rate | 99.7% | 86.0%+13.6pp | 86.8%+12.9pp | 69.4%+30.2pp |
| Annual return | -0.66% | 2.93%-3.6pp | 13.22%-13.9pp | 5.51%-6.2pp |
| Employer contribution / active EE | $3,468 | $3,415+1.5% | $5,151-32.7% | $2,098+65.3% |
| Participant deferral / active EE | $4,362 | $5,000-12.8% | $6,230-30.0% | $3,265+33.6% |
| Admin fee / account holder | $21 | $61-65.1% | $9,015-99.8% | $92-77.0% |