Filed October 1, 1998
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 27 · EIN 82-1364595 | Advisory (Plan) | $33,956 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,460 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,415 | $51,620+86.8% | $90,281+6.8% | $65,185+47.9% |
| Participation rate | 89.3% | 68.6%+20.7pp | 73.3%+16.0pp | 70.2%+19.1pp |
| Annual return | 21.06% | 24.94%-3.9pp | 78.10%-57.0pp | 29.38%-8.3pp |
| Employer contribution / active EE | $3,216 | $2,235+43.9% | $2,854+12.7% | $2,177+47.7% |
| Participant deferral / active EE | $5,055 | $2,871+76.1% | $3,885+30.1% | $3,514+43.9% |
| Admin fee / account holder | $588 | $384+52.9% | $5,351-89.0% | $847-30.6% |