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 | -$30,920 |
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 | $33,810 | $37,213-9.1% | $156,549-78.4% | $63,975-47.2% |
| Participation rate | 63.7% | 65.0%-1.2pp | 84.0%-20.3pp | 71.1%-7.4pp |
| Annual return | 10.04% | 47.89%-37.8pp | 32.23%-22.2pp | 48.65%-38.6pp |
| Employer contribution / active EE | $3,251 | $1,357+139.6% | $5,501-40.9% | $2,182+49.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $56-99.9% | $13,027-100.0% | $70-99.9% |