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 | $119,976 |
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 | $151,660 | $54,237+179.6% | $90,281+68.0% | $67,579+124.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 17.95% | 37.27%-19.3pp | 78.10%-60.1pp | 378.56%-360.6pp |
| Employer contribution / active EE | $3,890 | $1,846+110.8% | $2,854+36.3% | $2,148+81.1% |
| Participant deferral / active EE | $9,290 | $2,625+253.9% | $3,885+139.1% | $3,539+162.5% |
| Admin fee / account holder | $5 | $123-96.1% | $5,351-99.9% | $142-96.6% |