Filed December 2, 1996
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 99 · EIN 04-2241718 | Other Fees | $47,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,387 | $74,552+7.8% | $62,995+27.6% | $69,631+15.4% |
| Participation rate | 45.5% | 78.3%-32.7pp | 74.8%-29.3pp | 70.7%-25.2pp |
| Annual return | 13.07% | 15.77%-2.7pp | 87.57%-74.5pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,620 | $2,974+21.7% | $3,329+8.7% | $3,224+12.3% |
| Admin fee / account holder | $43 | $59-27.0% | $3,600-98.8% | $110-60.8% |