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 | $22,643 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON 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 | $46,061 | $52,953-13.0% | $172,739-73.3% | $65,185-29.3% |
| Participation rate | 84.5% | 66.2%+18.3pp | 82.6%+1.9pp | 70.2%+14.3pp |
| Annual return | 20.13% | 30.12%-10.0pp | 802.84%-782.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $3,909 | $2,190+78.5% | $5,143-24.0% | $2,177+79.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $138 | $472-70.7% | $13,954-99.0% | $847-83.7% |