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 |
|---|---|---|
RETIREMENT RX1+ years Filed as: RETIREMENTRX, INC Service code 99 · EIN 20-1440862 | Other Fees | $8,250 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,260 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,040 | $53,412+46.1% | $68,509+13.9% | $52,331+49.1% |
| Participation rate | 93.1% | 71.7%+21.5pp | 74.7%+18.4pp | 68.1%+25.0pp |
| Annual return | 2.08% | 3.42%-1.3pp | 8.27%-6.2pp | 4.54%-2.5pp |
| Employer contribution / active EE | $2,614 | $1,607+62.7% | $2,278+14.8% | $1,882+38.9% |
| Participant deferral / active EE | $3,075 | $2,688+14.4% | $3,382-9.1% | $3,022+1.8% |
| Admin fee / account holder | $21 | $461-95.3% | $5,275-99.6% | $592-96.4% |