Filed February 10, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $158,622 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $176,063 | $60,545+190.8% | $92,233+90.9% | $69,631+152.9% |
| Participation rate | 94.6% | 72.2%+22.5pp | 76.5%+18.2pp | 70.7%+23.9pp |
| Annual return | 16.04% | 19.71%-3.7pp | 176.28%-160.2pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $5,549 | $2,633+110.7% | $3,679+50.8% | $2,032+173.0% |
| Participant deferral / active EE | $6,634 | $2,828+134.6% | $3,897+70.2% | $3,224+105.8% |
| Admin fee / account holder | $380 | $145+162.8% | $5,194-92.7% | $110+244.4% |