Filed October 19, 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 | $75 |
Participant 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 | $35,180 | $161,470-78.2% | $121,196-71.0% | - |
| Participation rate | 99.0% | 52.1%+46.9pp | 71.7%+27.2pp | - |
| Annual return | -6.69% | -4.08%-2.6pp | 16.93%-23.6pp | - |
| Employer contribution / active EE | $7,012 | $1,032+579.3% | $4,022+74.3% | - |
| Participant deferral / active EE | $0 | $1,577-100.0% | $3,344-100.0% | - |
| Admin fee / account holder | $7 | $10,656-99.9% | $5,019-99.9% | - |