Filed May 21, 1997 (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 |
|---|---|---|
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,551 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,551 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,941 | $80,005-61.3% | $140,016-77.9% | $55,725-44.5% |
| Participation rate | 94.2% | 87.0%+7.2pp | 87.5%+6.7pp | 70.9%+23.4pp |
| Annual return | -0.63% | 0.46%-1.1pp | 651.12%-651.7pp | 244.93%-245.6pp |
| Employer contribution / active EE | $2,850 | $3,403-16.2% | $5,606-49.2% | $2,078+37.1% |
| Participant deferral / active EE | $3,898 | $5,264-25.9% | $6,927-43.7% | $3,356+16.2% |
| Admin fee / account holder | $20 | $116-83.0% | $10,705-99.8% | $115-83.0% |