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 26 · EIN 71-0294708 | Advisory (Participants) | $9,388 |
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 | $61,253 | $44,221+38.5% | $121,196-49.5% | $56,287+8.8% |
| Participation rate | 73.7% | 61.1%+12.6pp | 71.7%+1.9pp | 69.9%+3.8pp |
| Annual return | -5.47% | -3.58%-1.9pp | 16.93%-22.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,766 | $1,480+19.4% | $4,022-56.1% | $2,111-16.3% |
| Participant deferral / active EE | $3,136 | $2,521+24.4% | $3,344-6.2% | $3,350-6.4% |
| Admin fee / account holder | $48 | $480-89.9% | $5,019-99.0% | $521-90.7% |