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 | $36,848 |
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 | $106,615 | $136,307-21.8% | $177,821-40.0% | $73,488+45.1% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.7%+10.4pp | 70.7%+27.5pp |
| Annual return | 15.03% | 18.68%-3.6pp | 48.32%-33.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $3,497 | $3,712-5.8% | $5,918-40.9% | $2,270+54.0% |
| Participant deferral / active EE | $4,177 | $5,829-28.3% | $7,714-45.9% | $3,740+11.7% |
| Admin fee / account holder | $143 | $596-75.9% | $12,427-98.8% | $513-72.1% |