Filed December 3, 1999
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 04-2647786 | Sub-TA Fees | -$6,431 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,396,107 | $43,423+3115.1% | $78,689+1674.2% | $55,167+2430.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 5.98% | 11.53%-5.5pp | 62.18%-56.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $23,416 | $1,997+1072.7% | $2,851+721.5% | $1,963+1093.2% |
| Participant deferral / active EE | $117 | $2,509-95.3% | $3,517-96.7% | $3,054-96.2% |
| Admin fee / account holder | $185 | $416-55.6% | $4,510-95.9% | $504-63.3% |