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 | $2,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,423 | $45,602+15.0% | $117,472-55.4% | $66,914-21.7% |
| Participation rate | 76.6% | 57.6%+19.0pp | 70.6%+6.1pp | 69.8%+6.8pp |
| Annual return | -16.86% | -16.74%-0.1pp | 29.74%-46.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,962 | $1,579+24.3% | $4,176-53.0% | $2,544-22.9% |
| Participant deferral / active EE | $3,478 | $2,845+22.2% | $4,070-14.6% | $4,237-17.9% |
| Admin fee / account holder | $16 | $661-97.6% | $5,645-99.7% | $593-97.3% |