Filed July 29, 1998
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 26 · EIN 71-0294708 | Advisory (Participants) | $7,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,973 | $53,165+110.6% | $86,188+29.9% | $74,419+50.5% |
| Participation rate | 42.0% | 64.9%-22.9pp | 69.0%-27.0pp | 70.7%-28.8pp |
| Annual return | 15.03% | 22.64%-7.6pp | 1168.45%-1153.4pp | 34.38%-19.3pp |
| Employer contribution / active EE | $744 | $1,210-38.5% | $2,380-68.7% | $2,637-71.8% |
| Participant deferral / active EE | $2,738 | $3,234-15.3% | $3,985-31.3% | $4,528-39.5% |
| Admin fee / account holder | $33 | $551-93.9% | $6,852-99.5% | $348-90.4% |