Filed April 11, 1
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 15 · EIN 25-1900215 | Recordkeeping | $4,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,630 | $51,620+54.3% | $90,281-11.8% | $65,185+22.2% |
| Participation rate | 89.6% | 68.6%+21.0pp | 73.3%+16.4pp | 70.2%+19.4pp |
| Annual return | 19.70% | 24.94%-5.2pp | 78.10%-58.4pp | 29.38%-9.7pp |
| Employer contribution / active EE | $2,239 | $2,235+0.2% | $2,854-21.6% | $2,177+2.8% |
| Participant deferral / active EE | $3,099 | $2,871+8.0% | $3,885-20.2% | $3,514-11.8% |
| Admin fee / account holder | $13 | $384-96.6% | $5,351-99.8% | $847-98.5% |