Filed October 27, 1998 (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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,311 |
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 | $137,190 | $160,882-14.7% | $200,582-31.6% | $102,872+33.4% |
| Participation rate | 88.9% | 91.2%-2.3pp | 86.9%+2.0pp | 73.0%+15.8pp |
| Annual return | 2.42% | 18.15%-15.7pp | 42.33%-39.9pp | 19.06%-16.6pp |
| Employer contribution / active EE | $3,168 | $5,602-43.5% | $6,419-50.7% | $3,526-10.2% |
| Participant deferral / active EE | $6,645 | $9,300-28.5% | $9,331-28.8% | $5,535+20.1% |
| Admin fee / account holder | $1 | $125-99.5% | $16,305-100.0% | $292-99.8% |