Filed June 1, 1995 (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 16 · EIN 13-3052851 | Consulting | $7,283 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,648 | $37,213+20.0% | $156,549-71.5% | $63,975-30.2% |
| Participation rate | 92.3% | 65.0%+27.4pp | 84.0%+8.3pp | 71.1%+21.2pp |
| Annual return | 8.01% | 47.89%-39.9pp | 32.23%-24.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,991 | $2,070+92.8% | $4,871-18.1% | $3,356+18.9% |
| Admin fee / account holder | $7 | $56-86.9% | $13,027-99.9% | $70-89.5% |