Filed August 1, 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 | $892 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,104 | $61,125+8.1% | $108,579-39.1% | $63,975+3.3% |
| Participation rate | 88.0% | 80.5%+7.5pp | 79.6%+8.4pp | 71.1%+16.9pp |
| Annual return | -4.41% | 14.06%-18.5pp | -51.70%+47.3pp | 48.65%-53.1pp |
| Employer contribution / active EE | $4,566 | $2,237+104.2% | $3,758+21.5% | $2,182+109.3% |
| Participant deferral / active EE | $234 | $3,574-93.4% | $4,311-94.6% | $3,356-93.0% |
| Admin fee / account holder | $1 | $72-99.2% | $7,645-100.0% | $70-99.2% |