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 | $33,716 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$41,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,333 | $45,382-15.5% | $154,107-75.1% | $75,289-49.1% |
| Participation rate | 63.0% | 65.9%-2.9pp | 83.0%-20.0pp | 72.4%-9.4pp |
| Annual return | -5.91% | -0.47%-5.4pp | 735.12%-741.0pp | -0.04%-5.9pp |
| Employer contribution / active EE | $4,065 | $1,533+165.2% | $5,298-23.3% | $2,405+69.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $89-99.9% | $13,411-100.0% | $102-99.9% |