Filed June 9, 1999
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $30,525 |
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 | $83,959 | $89,739-6.4% | $149,718-43.9% | $62,292+34.8% |
| Participation rate | 96.4% | 85.1%+11.3pp | 87.1%+9.3pp | 69.5%+26.9pp |
| Annual return | 18.00% | 21.01%-3.0pp | 1501.63%-1483.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $3,075 | $3,233-4.9% | $5,445-43.5% | $2,042+50.5% |
| Participant deferral / active EE | $3,562 | $4,797-25.7% | $6,569-45.8% | $3,169+12.4% |
| Admin fee / account holder | $121 | $551-78.0% | $11,283-98.9% | $479-74.7% |