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 | $23,269 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,108 |
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 | $102,790 | $89,274+15.1% | $149,718-31.3% | $77,958+31.9% |
| Participation rate | 95.0% | 87.6%+7.4pp | 87.1%+8.0pp | 71.6%+23.4pp |
| Annual return | 26.45% | 20.36%+6.1pp | 1501.63%-1475.2pp | 20.87%+5.6pp |
| Employer contribution / active EE | $2,829 | $3,727-24.1% | $5,445-48.0% | $2,310+22.4% |
| Participant deferral / active EE | $3,648 | $5,382-32.2% | $6,569-44.5% | $3,537+3.2% |
| Admin fee / account holder | $12 | $240-94.8% | $11,283-99.9% | $97-87.3% |