Filed May 5, 1993 (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 4-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 | $50 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,680 | $197,941-97.1% | $100,534-94.4% | $85,563-93.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.6%+19.4pp | 66.0%+34.0pp |
| Annual return | 20.60% | 21.00%-0.4pp | 32.66%-12.1pp | 31.51%-10.9pp |
| Employer contribution / active EE | $1,503 | $7,157-79.0% | $4,346-65.4% | $2,654-43.3% |
| Participant deferral / active EE | $0 | $9,061-100.0% | $6,144-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,158-100.0% | $7,654-100.0% | $834-100.0% |