Filed November 3, 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 13 · EIN 06-1050034 | Contract Administrator | $88,609 |
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 | $117,921 | $39,859+195.8% | $78,689+49.9% | $57,658+104.5% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 9.18% | 18.96%-9.8pp | 62.18%-53.0pp | 5.13%+4.0pp |
| Employer contribution / active EE | $3,723 | $1,786+108.5% | $2,851+30.6% | $1,974+88.6% |
| Participant deferral / active EE | $8,517 | $2,248+278.8% | $3,517+142.2% | $3,061+178.3% |
| Admin fee / account holder | $5 | $76-93.8% | $4,510-99.9% | $95-95.0% |