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 | $100,018 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,833 | $47,722+247.5% | $82,719+100.5% | $64,808+155.9% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -14.19% | -13.05%-1.1pp | 701.18%-715.4pp | 32.82%-47.0pp |
| Employer contribution / active EE | $4,125 | $2,179+89.3% | $3,009+37.1% | $2,506+64.6% |
| Participant deferral / active EE | $10,951 | $3,329+228.9% | $4,395+149.2% | $4,310+154.1% |
| Admin fee / account holder | $210 | $143+46.7% | $5,329-96.1% | $188+11.6% |