Filed December 19, 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 15 · EIN 39-0230590 | Recordkeeping | $33,577 |
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 | $188,101 | $94,529+99.0% | $140,016+34.3% | $64,186+193.1% |
| Participation rate | 98.9% | 84.1%+14.8pp | 87.5%+11.4pp | 69.6%+29.4pp |
| Annual return | -4.80% | 7.77%-12.6pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $8,184 | $3,812+114.7% | $5,606+46.0% | $2,381+243.7% |
| Participant deferral / active EE | $5,086 | $5,250-3.1% | $6,927-26.6% | $3,470+46.6% |
| Admin fee / account holder | $282 | $6,741-95.8% | $10,705-97.4% | $4,888-94.2% |