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 8-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 | $140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,340 | $37,039-18.1% | $147,614-79.4% | $59,188-48.7% |
| Participation rate | 62.1% | 63.8%-1.7pp | 84.6%-22.6pp | 69.4%-7.4pp |
| Annual return | 1.24% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.3pp |
| Employer contribution / active EE | $3,126 | $1,353+131.1% | $5,564-43.8% | $2,098+49.0% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $60-99.9% | $11,611-100.0% | $92-99.9% |