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 |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $369 |
Service code 13 · EIN 25-1867808 | Contract Administrator | $0 |
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 | $52,682 | $81,537-35.4% | $149,718-64.8% | $69,631-24.3% |
| Participation rate | 95.1% | 86.1%+9.0pp | 87.1%+8.1pp | 70.7%+24.5pp |
| Annual return | 18.47% | 22.79%-4.3pp | 1501.63%-1483.2pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,291 | $3,239-60.1% | $5,445-76.3% | $2,032-36.5% |
| Participant deferral / active EE | $3,925 | $4,994-21.4% | $6,569-40.2% | $3,224+21.8% |
| Admin fee / account holder | $23 | $107-78.1% | $11,283-99.8% | $110-78.8% |