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 | $49,200 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$67,577 |
Employer contribution per participant 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 | $41,711 | $47,456-12.1% | $172,739-75.9% | $77,787-46.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 21.47% | 35.57%-14.1pp | 802.84%-781.4pp | 32.57%-11.1pp |
| Employer contribution / active EE | $7 | $1,574-99.6% | $5,143-99.9% | $2,504-99.7% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $81-99.7% | $13,954-100.0% | $100-99.7% |