Filed December 9, 1999 (most recent of 4 filings on file)
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 10-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 04-2647786 | Recordkeeping Fees | $3,703 |
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 | $93,201 | $62,324+49.5% | $68,509+36.0% | $55,191+68.9% |
| Participation rate | 77.3% | 78.9%-1.6pp | 74.7%+2.6pp | 69.2%+8.1pp |
| Annual return | 0.09% | 4.26%-4.2pp | 8.27%-8.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,727 | $2,223-22.3% | $2,278-24.2% | $1,899-9.0% |
| Participant deferral / active EE | $3,861 | $3,425+12.7% | $3,382+14.2% | $3,046+26.8% |
| Admin fee / account holder | $4 | $91-95.7% | $5,275-99.9% | $91-95.7% |