Filed October 18, 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 10-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 |
|---|---|---|
FISHER INVESTMENTS7 years Service code 16 · EIN 94-3029777 | Consulting | $11,378 |
BERNDT & ASSOCIATES2 years Service code 16 · EIN 34-1372248 | Consulting | $8,752 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $458,375 | $45,000+918.6% | $143,757+218.9% | $77,904+488.4% |
| Participation rate | 88.9% | 66.8%+22.0pp | 80.3%+8.6pp | 73.7%+15.2pp |
| Annual return | -17.64% | 29.03%-46.7pp | -0.04%-17.6pp | 12.21%-29.8pp |
| Employer contribution / active EE | $21,722 | $1,870+1061.9% | $4,951+338.7% | $2,848+662.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | -$633 | $98-742.9% | $14,673-104.3% | $133-577.4% |