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 | $39,506 |
Service code 16 · EIN 20-8874282 | Consulting | $15,000 |
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 | $224,818 | $111,608+101.4% | $177,821+26.4% | $73,409+206.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 14.86% | 18.23%-3.4pp | 48.32%-33.5pp | 59.29%-44.4pp |
| Employer contribution / active EE | $5,132 | $3,796+35.2% | $5,918-13.3% | $2,234+129.8% |
| Participant deferral / active EE | $8,461 | $6,199+36.5% | $7,714+9.7% | $3,805+122.3% |
| Admin fee / account holder | $156 | $166-5.6% | $12,427-98.7% | $158-1.0% |