Filed June 17, 2002
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 60 · EIN 04-2647786 | Sub-TA Fees | -$19,550 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $69,806 | $95,542-26.9% | $69,455+0.5% | $67,579+3.3% |
| Participation rate | 85.4% | 79.4%+6.1pp | 74.6%+10.8pp | 71.3%+14.1pp |
| Annual return | 1.97% | 17.67%-15.7pp | 28.97%-27.0pp | 378.56%-376.6pp |
| Employer contribution / active EE | $5,283 | $2,989+76.8% | $2,779+90.1% | $2,148+146.0% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | -$23 | $90-125.6% | $3,839-100.6% | $142-116.2% |