Filed July 7, 2000
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 49 · EIN 04-1590850 | Other Services | $21,366 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
Participant 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 | $38,151 | $47,977-20.5% | $154,107-75.2% | $56,287-32.2% |
| Participation rate | 90.2% | 66.2%+24.0pp | 83.0%+7.1pp | 69.9%+20.3pp |
| Annual return | -3.20% | 3.54%-6.7pp | 735.12%-738.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,936 | $2,169-10.7% | $5,298-63.5% | $2,111-8.3% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $134 | $438-69.5% | $13,411-99.0% | $521-74.4% |