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 | -$181,598 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,898 | $56,095-41.4% | $178,490-81.6% | $90,288-63.6% |
| Participation rate | 88.2% | 65.6%+22.6pp | 81.9%+6.2pp | 73.4%+14.8pp |
| Annual return | 16.04% | 28.81%-12.8pp | 151.07%-135.0pp | 53.97%-37.9pp |
| Employer contribution / active EE | $2,927 | $1,572+86.1% | $5,011-41.6% | $2,524+16.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $2 | $101-98.3% | $13,984-100.0% | $114-98.5% |