Filed December 13, 2001
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 60 · EIN 04-2647786 | Sub-TA Fees | $265 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,406 | $59,231+174.2% | $90,223+80.0% | $52,331+210.3% |
| Participation rate | 97.3% | 75.0%+22.3pp | 79.0%+18.3pp | 68.1%+29.2pp |
| Annual return | 4.52% | 3.53%+1.0pp | 1.31%+3.2pp | 4.54%0pp |
| Employer contribution / active EE | $6,585 | $3,391+94.2% | $4,378+50.4% | $1,882+250.0% |
| Participant deferral / active EE | $12,104 | $4,659+159.8% | $5,792+109.0% | $3,022+300.5% |
| Admin fee / account holder | $5 | $515-98.9% | $7,406-99.9% | $592-99.1% |