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 27 · EIN 43-1451524 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,282 | $79,171+203.5% | $102,423+134.6% | $74,495+222.5% |
| Participation rate | 98.5% | 74.8%+23.7pp | 76.5%+22.0pp | 67.2%+31.3pp |
| Annual return | 14.92% | 54.93%-40.0pp | 29.32%-14.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,683 | $2,362+140.6% | $3,023+88.0% | $2,623+116.7% |
| Participant deferral / active EE | $10,848 | $4,415+145.7% | $5,053+114.7% | $4,346+149.6% |
| Admin fee / account holder | $147 | $2,001-92.7% | $9,451-98.4% | $1,942-92.4% |