Filed March 25, 2004 (most recent of 3 filings on file)
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 15 · EIN 39-0230590 | Recordkeeping | $2,100 |
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 | $48,513 | $109,359-55.6% | $162,163-70.1% | $72,985-33.5% |
| Participation rate | 95.9% | 84.3%+11.6pp | 87.6%+8.3pp | 69.5%+26.4pp |
| Annual return | 23.40% | 25.46%-2.1pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $8,237 | $3,907+110.8% | $5,614+46.7% | $2,440+237.6% |
| Participant deferral / active EE | $4,686 | $5,481-14.5% | $7,298-35.8% | $3,607+29.9% |
| Admin fee / account holder | $13 | $7,972-99.8% | $10,843-99.9% | $5,124-99.7% |