Filed December 28, 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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $940 |
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 | $48,273 | $68,413-29.4% | $123,104-60.8% | $55,191-12.5% |
| Participation rate | 95.9% | 84.5%+11.4pp | 86.8%+9.1pp | 69.2%+26.7pp |
| Annual return | 0.19% | 6.30%-6.1pp | 13.22%-13.0pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,278 | $3,050-58.1% | $5,151-75.2% | $1,899-32.7% |
| Participant deferral / active EE | $3,768 | $4,490-16.1% | $6,230-39.5% | $3,046+23.7% |
| Admin fee / account holder | $34 | $88-61.8% | $9,015-99.6% | $91-63.1% |