Filed July 19, 1991
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 50 · EIN 04-2647786 | Direct Payment | $4,505,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,170 | $81,548+59.6% | $141,162-7.8% | $89,569+45.3% |
| Participation rate | 91.4% | 64.9%+26.5pp | 82.5%+8.9pp | 69.6%+21.8pp |
| Annual return | 27.67% | 47.43%-19.8pp | 71.39%-43.7pp | 34.56%-6.9pp |
| Employer contribution / active EE | $2,877 | $2,272+26.6% | $4,735-39.3% | $2,584+11.3% |
| Participant deferral / active EE | $10,003 | $5,280+89.5% | $6,709+49.1% | $4,220+137.0% |
| Admin fee / account holder | $58 | $68-15.3% | $10,261-99.4% | $72-19.5% |