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 |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,812 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,812 |
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 | $41,403 | $88,515-53.2% | $162,163-74.5% | $67,579-38.7% |
| Participation rate | 95.9% | 86.8%+9.1pp | 87.6%+8.3pp | 71.3%+24.6pp |
| Annual return | 22.68% | 27.04%-4.4pp | 115.59%-92.9pp | 378.56%-355.9pp |
| Employer contribution / active EE | $3,218 | $3,563-9.7% | $5,614-42.7% | $2,148+49.8% |
| Participant deferral / active EE | $4,336 | $5,724-24.3% | $7,298-40.6% | $3,539+22.5% |
| Admin fee / account holder | $25 | $124-79.7% | $10,843-99.8% | $142-82.3% |