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 | $1,600 |
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 | $60,777 | $46,722+30.1% | $130,648-53.5% | $65,185-6.8% |
| Participation rate | 73.3% | 60.9%+12.4pp | 71.7%+1.5pp | 70.2%+3.1pp |
| Annual return | 21.19% | 24.17%-3.0pp | 1708.96%-1687.8pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,555 | $1,488+4.5% | $4,092-62.0% | $2,177-28.6% |
| Participant deferral / active EE | $3,260 | $2,545+28.1% | $3,603-9.5% | $3,514-7.2% |
| Admin fee / account holder | $10 | $453-97.7% | $5,464-99.8% | $847-98.8% |