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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,957 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,071 | $50,820-27.1% | $155,567-76.2% | $77,671-52.3% |
| Participation rate | 88.2% | 63.1%+25.1pp | 78.2%+10.0pp | 70.6%+17.7pp |
| Annual return | 15.57% | 34.85%-19.3pp | 64.74%-49.2pp | 31.21%-15.6pp |
| Employer contribution / active EE | $5,214 | $1,993+161.6% | $4,674+11.5% | $2,726+91.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $19 | $436-95.6% | $15,916-99.9% | $430-95.6% |