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 | $76,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,490 | $58,264+79.3% | $86,612+20.6% | $71,457+46.2% |
| Participation rate | 85.6% | 65.0%+20.6pp | 71.7%+13.9pp | 67.9%+17.7pp |
| Annual return | 13.82% | 21.63%-7.8pp | 591.07%-577.2pp | 28.85%-15.0pp |
| Employer contribution / active EE | $2,532 | $2,574-1.6% | $3,022-16.2% | $2,588-2.1% |
| Participant deferral / active EE | $3,583 | $3,436+4.3% | $4,438-19.3% | $4,289-16.5% |
| Admin fee / account holder | $291 | $1,057-72.5% | $5,614-94.8% | $1,587-81.7% |