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 | $2,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,791 | $88,515+54.5% | $162,163-15.6% | $67,579+102.4% |
| Participation rate | 98.8% | 86.8%+12.0pp | 87.6%+11.2pp | 71.3%+27.5pp |
| Annual return | 25.52% | 27.04%-1.5pp | 115.59%-90.1pp | 378.56%-353.0pp |
| Employer contribution / active EE | $3,169 | $3,563-11.1% | $5,614-43.5% | $2,148+47.6% |
| Participant deferral / active EE | $4,644 | $5,724-18.9% | $7,298-36.4% | $3,539+31.2% |
| Admin fee / account holder | $4 | $124-97.1% | $10,843-100.0% | $142-97.5% |