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 13 · EIN 41-0417830 | Contract Administrator | $3,504 |
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 | $150,895 | $109,359+38.0% | $162,163-6.9% | $72,985+106.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.12% | 25.46%-0.3pp | 115.59%-90.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $5,136 | $3,907+31.4% | $5,614-8.5% | $2,440+110.5% |
| Participant deferral / active EE | $5,311 | $5,481-3.1% | $7,298-27.2% | $3,607+47.2% |
| Admin fee / account holder | $30 | $7,972-99.6% | $10,843-99.7% | $5,124-99.4% |