Filed July 5, 2001
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 60 · EIN 04-2647786 | Sub-TA Fees | $19,348 |
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 | $73,331 | $62,928+16.5% | $172,739-57.5% | $67,579+8.5% |
| Participation rate | 97.7% | 64.5%+33.2pp | 82.6%+15.1pp | 71.3%+26.4pp |
| Annual return | 21.50% | 30.36%-8.9pp | 802.84%-781.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,425 | $1,636+48.2% | $5,143-52.9% | $2,148+12.9% |
| Participant deferral / active EE | $3,257 | $2,145+51.9% | $5,198-37.3% | $3,539-8.0% |
| Admin fee / account holder | $22 | $167-86.7% | $13,954-99.8% | $142-84.4% |