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 | $232 |
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 | $46,187 | $89,739-48.5% | $149,718-69.2% | $62,292-25.9% |
| Participation rate | 85.2% | 85.1%+0.1pp | 87.1%-1.9pp | 69.5%+15.6pp |
| Annual return | 18.34% | 21.01%-2.7pp | 1501.63%-1483.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,524 | $3,233-52.9% | $5,445-72.0% | $2,042-25.4% |
| Participant deferral / active EE | $2,463 | $4,797-48.7% | $6,569-62.5% | $3,169-22.3% |
| Admin fee / account holder | $11 | $551-98.0% | $11,283-99.9% | $479-97.7% |