Filed November 16, 1995
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 15 · EIN 01-0233346 | Recordkeeping | $158 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,971 | $74,089-44.7% | $133,980-69.4% | $55,167-25.7% |
| Participation rate | 83.5% | 84.3%-0.8pp | 87.1%-3.6pp | 69.0%+14.5pp |
| Annual return | 7.33% | 12.11%-4.8pp | 29.30%-22.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,515 | $3,064-50.5% | $5,211-70.9% | $1,963-22.8% |
| Participant deferral / active EE | $2,468 | $4,678-47.2% | $6,282-60.7% | $3,054-19.2% |
| Admin fee / account holder | $5 | $458-98.8% | $9,324-99.9% | $504-98.9% |