Filed March 6, 2002
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 5-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 64 · EIN 04-2647786 | Recordkeeping Fees | $6,206 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,188 | $80,968+5.2% | $96,544-11.8% | $75,163+13.3% |
| Participation rate | 97.4% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.2pp |
| Annual return | 11.76% | 27.06%-15.3pp | 25.84%-14.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $5,840 | $2,282+156.0% | $2,965+97.0% | $2,670+118.8% |
| Participant deferral / active EE | $5,510 | $3,928+40.3% | $4,851+13.6% | $4,125+33.6% |
| Admin fee / account holder | $39 | $6,724-99.4% | $8,252-99.5% | $5,651-99.3% |