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 | $75,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,701 | $51,197+85.0% | $82,719+14.5% | $66,914+41.5% |
| Participation rate | 87.4% | 67.8%+19.6pp | 72.6%+14.9pp | 69.8%+17.6pp |
| Annual return | -12.30% | -9.64%-2.7pp | 701.18%-713.5pp | 1.58%-13.9pp |
| Employer contribution / active EE | $2,582 | $2,611-1.1% | $3,009-14.2% | $2,544+1.5% |
| Participant deferral / active EE | $3,547 | $3,458+2.6% | $4,395-19.3% | $4,237-16.3% |
| Admin fee / account holder | $293 | $416-29.6% | $5,329-94.5% | $593-50.7% |