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 | $7,015 |
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 | $92,369 | $86,929+6.3% | $102,423-9.8% | $80,856+14.2% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.5pp |
| Annual return | 10.07% | 18.88%-8.8pp | 29.32%-19.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,662 | $2,369+54.5% | $3,023+21.1% | $2,755+32.9% |
| Participant deferral / active EE | $3,407 | $4,118-17.3% | $5,053-32.6% | $4,296-20.7% |
| Admin fee / account holder | $49 | $8,049-99.4% | $9,451-99.5% | $6,918-99.3% |