Filed June 30, 1997
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 18 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $27,123 |
PENSION WORKS, INC.5+ years Service code 10 · EIN 03-0359635 382 HERCULES DRIVE · COCLHESTER, VT 05446 | Accounting | $9,525 |
Annual investment return 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 | $56,621 | $88,122-35.7% | $141,162-59.9% | $67,579-16.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 19.34% | 75.40%-56.1pp | 71.39%-52.1pp | 378.56%-359.2pp |
| Employer contribution / active EE | $2,644 | $3,224-18.0% | $4,735-44.2% | $2,148+23.1% |
| Participant deferral / active EE | $3,381 | $5,958-43.2% | $6,709-49.6% | $3,539-4.5% |
| Admin fee / account holder | $71 | $131-46.1% | $10,261-99.3% | $142-50.4% |