Filed April 5, 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 60 · EIN 04-2647786 | Sub-TA Fees | $375 |
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 | $47,330 | $37,039+27.8% | $147,614-67.9% | $59,188-20.0% |
| Participation rate | 81.4% | 63.8%+17.6pp | 84.6%-3.2pp | 69.4%+12.0pp |
| Annual return | 0.92% | 7.19%-6.3pp | 61.98%-61.1pp | 5.51%-4.6pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $5,127 | $2,094+144.9% | $4,895+4.7% | $3,265+57.1% |
| Admin fee / account holder | $0 | $60-99.7% | $11,611-100.0% | $92-99.8% |