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 | $3,890 |
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 | $188,996 | $123,793+52.7% | $177,821+6.3% | $79,858+136.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.72% | 22.82%-6.1pp | 48.32%-31.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,632 | $4,095+37.5% | $5,918-4.8% | $2,471+127.9% |
| Participant deferral / active EE | $5,994 | $5,956+0.6% | $7,714-22.3% | $3,740+60.3% |
| Admin fee / account holder | $35 | $7,243-99.5% | $12,427-99.7% | $5,306-99.3% |