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 | $48,665 |
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 | $94,764 | $80,354+17.9% | $133,980-29.3% | $63,975+48.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 14.74% | 13.11%+1.6pp | 29.30%-14.6pp | 48.65%-33.9pp |
| Employer contribution / active EE | $4,030 | $3,503+15.0% | $5,211-22.7% | $2,182+84.7% |
| Participant deferral / active EE | $4,472 | $5,239-14.6% | $6,282-28.8% | $3,356+33.2% |
| Admin fee / account holder | $20 | $69-70.8% | $9,324-99.8% | $70-71.3% |