Filed April 13, 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 28 · EIN 33-0818667 | Investment Management | $5,050 |
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 | $103,767 | $68,408+51.7% | $57,179+81.5% | $57,658+80.0% |
| Participation rate | 76.4% | 79.1%-2.7pp | 75.3%+1.1pp | 70.2%+6.2pp |
| Annual return | 8.92% | 8.51%+0.4pp | 14.59%-5.7pp | 5.13%+3.8pp |
| Employer contribution / active EE | $5,089 | $2,869+77.4% | $2,682+89.7% | $1,974+157.9% |
| Participant deferral / active EE | $1,827 | $2,903-37.1% | $3,096-41.0% | $3,061-40.3% |
| Admin fee / account holder | $8 | $70-88.0% | $3,139-99.7% | $95-91.2% |