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 | $2,838 |
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 | $152,720 | $100,227+52.4% | $169,993-10.2% | $74,419+105.2% |
| Participation rate | 94.5% | 87.3%+7.1pp | 87.0%+7.5pp | 70.7%+23.7pp |
| Annual return | 6.75% | 66.08%-59.3pp | 53.37%-46.6pp | 34.38%-27.6pp |
| Employer contribution / active EE | $3,093 | $4,263-27.4% | $6,785-54.4% | $2,637+17.3% |
| Participant deferral / active EE | $5,425 | $7,143-24.0% | $10,408-47.9% | $4,528+19.8% |
| Admin fee / account holder | $4 | $234-98.4% | $12,815-100.0% | $348-98.9% |