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 | $2,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,483 | $48,335+29.3% | $121,098-48.4% | $71,457-12.6% |
| Participation rate | 81.3% | 54.3%+27.1pp | 69.5%+11.9pp | 67.9%+13.4pp |
| Annual return | 18.49% | 23.32%-4.8pp | 985.75%-967.3pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,903 | $1,489+27.8% | $4,164-54.3% | $2,588-26.5% |
| Participant deferral / active EE | $4,322 | $2,754+56.9% | $4,080+5.9% | $4,289+0.8% |
| Admin fee / account holder | $14 | $1,841-99.2% | $5,644-99.8% | $1,587-99.1% |