Filed November 11, 1998
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 06-1050034 | Contract Administrator | $41,768 |
Service code 16 · EIN 20-8874282 | Consulting | $21,666 |
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 | $187,542 | $88,515+111.9% | $162,163+15.7% | $67,579+177.5% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 22.84% | 27.04%-4.2pp | 115.59%-92.8pp | 378.56%-355.7pp |
| Employer contribution / active EE | $4,925 | $3,563+38.2% | $5,614-12.3% | $2,148+129.3% |
| Participant deferral / active EE | $8,060 | $5,724+40.8% | $7,298+10.4% | $3,539+127.7% |
| Admin fee / account holder | $179 | $124+44.9% | $10,843-98.3% | $142+26.0% |