Filed March 19, 1996 (most recent of 2 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 |
|---|---|---|
GUNDERSON DETTMER1 year Service code 29 · EIN 77-0409988 | Legal | $18,599 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $741 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,472 | $80,530-63.4% | $90,281-67.4% | - |
| Participation rate | 100.0% | 58.0%+42.0pp | 73.3%+26.7pp | - |
| Annual return | 22.88% | 36.03%-13.2pp | 78.10%-55.2pp | - |
| Employer contribution / active EE | $454 | $1,117-59.3% | $2,854-84.1% | - |
| Participant deferral / active EE | $2,665 | $2,324+14.7% | $3,885-31.4% | - |
| Admin fee / account holder | $15 | $3,788-99.6% | $5,351-99.7% | - |