Filed December 4, 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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,800 |
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 | $42,166 | $37,134+13.6% | $100,671-58.1% | $52,331-19.4% |
| Participation rate | 78.9% | 57.7%+21.2pp | 70.7%+8.1pp | 68.1%+10.8pp |
| Annual return | -0.20% | 0.10%-0.3pp | 20.43%-20.6pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,625 | $1,187+36.9% | $4,012-59.5% | $1,882-13.6% |
| Participant deferral / active EE | $3,026 | $2,163+39.9% | $3,144-3.7% | $3,022+0.1% |
| Admin fee / account holder | $13 | $467-97.2% | $4,850-99.7% | $592-97.8% |