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 | $1,358 |
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 | $74,808 | $67,228+11.3% | $117,854-36.5% | $77,958-4.0% |
| Participation rate | 86.3% | 79.4%+6.9pp | 79.7%+6.6pp | 71.6%+14.6pp |
| Annual return | 16.02% | 19.13%-3.1pp | 335.08%-319.1pp | 20.87%-4.8pp |
| Employer contribution / active EE | $4,439 | $2,211+100.8% | $3,786+17.2% | $2,310+92.1% |
| Participant deferral / active EE | $583 | $3,653-84.0% | $4,482-87.0% | $3,537-83.5% |
| Admin fee / account holder | $1 | $76-98.7% | $8,020-100.0% | $97-99.0% |