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 | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,965 | $61,052+14.6% | $142,863-51.0% | $79,386-11.9% |
| Participation rate | 76.0% | 60.1%+15.9pp | 71.9%+4.0pp | 70.7%+5.3pp |
| Annual return | 15.52% | 16.02%-0.5pp | 5637.54%-5622.0pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,563 | $1,481+5.5% | $4,144-62.3% | $2,427-35.6% |
| Participant deferral / active EE | $3,824 | $2,879+32.8% | $3,837-0.3% | $4,046-5.5% |
| Admin fee / account holder | $7 | $659-99.0% | $6,560-99.9% | $626-99.0% |