Filed July 11, 1996 (most recent of 2 filings on file)
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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297978 | Advisory (Participants) | $36,583 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $29,071 |
RETIREMENT RX1 year Filed as: RETIREMENTRX, INC. Service code 99 · EIN 20-1440862 | Other Fees | $15,241 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,012 | $74,024+37.8% | $77,999+30.8% | $57,658+76.9% |
| Participation rate | 96.0% | 79.7%+16.2pp | 75.5%+20.5pp | 70.2%+25.7pp |
| Annual return | 10.27% | 12.14%-1.9pp | 425.96%-415.7pp | 5.13%+5.1pp |
| Employer contribution / active EE | $9,084 | $2,365+284.1% | $2,470+267.8% | $1,974+360.2% |
| Participant deferral / active EE | $10,213 | $3,533+189.1% | $3,497+192.1% | $3,061+233.7% |
| Admin fee / account holder | $69 | $93-26.4% | $5,480-98.7% | $95-27.4% |