Filed December 21, 1994
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 | $2,060 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,406 | $80,005+39.2% | $140,016-20.4% | $55,725+99.9% |
| Participation rate | 95.7% | 87.0%+8.8pp | 87.5%+8.3pp | 70.9%+24.9pp |
| Annual return | -10.77% | 0.46%-11.2pp | 651.12%-661.9pp | 244.93%-255.7pp |
| Employer contribution / active EE | $3,045 | $3,403-10.5% | $5,606-45.7% | $2,078+46.5% |
| Participant deferral / active EE | $4,254 | $5,264-19.2% | $6,927-38.6% | $3,356+26.8% |
| Admin fee / account holder | $3 | $116-97.5% | $10,705-100.0% | $115-97.4% |