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 | $116,116 |
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 | $129,896 | $43,999+195.2% | $79,464+63.5% | $55,725+133.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -3.03% | 1.81%-4.8pp | 718.14%-721.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $3,803 | $1,830+107.9% | $2,800+35.8% | $2,078+83.0% |
| Participant deferral / active EE | $9,156 | $2,538+260.7% | $3,704+147.2% | $3,356+172.9% |
| Admin fee / account holder | $5 | $118-95.3% | $5,113-99.9% | $115-95.3% |