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 10 · EIN 91-0652651 | Accounting | $53,565 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$32,152 |
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 | $40,389 | $44,989-10.2% | $170,442-76.3% | $77,958-48.2% |
| Participation rate | 64.6% | 64.6%0pp | 83.6%-19.0pp | 71.6%-7.0pp |
| Annual return | 19.95% | 19.61%+0.3pp | 205.93%-186.0pp | 20.87%-0.9pp |
| Employer contribution / active EE | $3,402 | $1,466+132.0% | $5,433-37.4% | $2,310+47.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $69-99.9% | $13,880-100.0% | $97-99.9% |