Filed September 22, 1992
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 04-4627786 | Sub-TA Fees | -$113,668 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,727 | $37,213-22.8% | $156,549-81.6% | $63,975-55.1% |
| Participation rate | 93.4% | 65.0%+28.4pp | 84.0%+9.4pp | 71.1%+22.3pp |
| Annual return | 7.16% | 47.89%-40.7pp | 32.23%-25.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $2,786 | $1,357+105.3% | $5,501-49.4% | $2,182+27.7% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $56-96.2% | $13,027-100.0% | $70-97.0% |