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 | $102,846 |
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 | $136,197 | $46,100+195.4% | $86,590+57.3% | $69,631+95.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 14.83% | 21.02%-6.2pp | 964.84%-950.0pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $3,702 | $1,850+100.1% | $2,839+30.4% | $2,032+82.2% |
| Participant deferral / active EE | $8,474 | $2,432+248.5% | $3,609+134.8% | $3,224+162.9% |
| Admin fee / account holder | $5 | $94-94.9% | $4,906-99.9% | $110-95.7% |