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 | $935 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,356 | $86,897+63.8% | $151,611-6.1% | $64,808+119.7% |
| Participation rate | 94.2% | 87.3%+7.0pp | 87.5%+6.8pp | 71.5%+22.8pp |
| Annual return | -12.80% | -3.57%-9.2pp | 3.33%-16.1pp | 32.82%-45.6pp |
| Employer contribution / active EE | $3,670 | $4,010-8.5% | $6,166-40.5% | $2,506+46.5% |
| Participant deferral / active EE | $5,084 | $6,690-24.0% | $8,363-39.2% | $4,310+18.0% |
| Admin fee / account holder | $1 | $153-99.2% | $11,616-100.0% | $188-99.4% |