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 | $62,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,807 | $66,124+34.3% | $90,404-1.8% | $73,488+20.8% |
| Participation rate | 90.7% | 69.7%+21.0pp | 72.7%+18.0pp | 70.7%+20.0pp |
| Annual return | 10.97% | 17.65%-6.7pp | 1293.02%-1282.0pp | 28.51%-17.5pp |
| Employer contribution / active EE | $2,549 | $2,346+8.6% | $3,262-21.9% | $2,270+12.3% |
| Participant deferral / active EE | $3,515 | $3,039+15.7% | $3,963-11.3% | $3,740-6.0% |
| Admin fee / account holder | $212 | $396-46.6% | $5,611-96.2% | $513-58.7% |