Filed August 1, 1996 (most recent of 2 filings on file)
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 42-0127290 | Contract Administrator | $18,195 |
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 | $121,745 | $80,005+52.2% | $140,016-13.0% | $55,725+118.5% |
| Participation rate | 98.1% | 87.0%+11.1pp | 87.5%+10.6pp | 70.9%+27.2pp |
| Annual return | -2.45% | 0.46%-2.9pp | 651.12%-653.6pp | 244.93%-247.4pp |
| Employer contribution / active EE | $2,475 | $3,403-27.3% | $5,606-55.9% | $2,078+19.1% |
| Participant deferral / active EE | $8,459 | $5,264+60.7% | $6,927+22.1% | $3,356+152.1% |
| Admin fee / account holder | $26 | $116-77.4% | $10,705-99.8% | $115-77.3% |