Filed March 20, 1995
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 15 · EIN 13-3689044 | Recordkeeping | $25,336 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,295 | $65,435-30.8% | $86,677-47.7% | $66,914-32.3% |
| Participation rate | 93.3% | 75.5%+17.8pp | 76.6%+16.7pp | 69.8%+23.4pp |
| Annual return | -18.70% | -10.89%-7.8pp | 35.91%-54.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $741 | $2,153-65.6% | $2,836-73.9% | $2,544-70.9% |
| Participant deferral / active EE | $4,391 | $4,100+7.1% | $4,656-5.7% | $4,237+3.6% |
| Admin fee / account holder | $216 | $642-66.4% | $7,493-97.1% | $593-63.6% |