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 |
|---|---|---|
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $12,073 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,073 |
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 | $50,511 | $111,608-54.7% | $177,821-71.6% | $73,409-31.2% |
| Participation rate | 98.9% | 87.9%+11.0pp | 87.7%+11.2pp | 72.2%+26.7pp |
| Annual return | 20.00% | 18.23%+1.8pp | 48.32%-28.3pp | 59.29%-39.3pp |
| Employer contribution / active EE | $3,817 | $3,796+0.6% | $5,918-35.5% | $2,234+70.9% |
| Participant deferral / active EE | $5,052 | $6,199-18.5% | $7,714-34.5% | $3,805+32.8% |
| Admin fee / account holder | $16 | $166-90.1% | $12,427-99.9% | $158-89.6% |