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 | $24,833 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,502 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,318 | $76,050-36.5% | $96,544-50.0% | $71,457-32.4% |
| Participation rate | 92.5% | 74.4%+18.1pp | 76.0%+16.5pp | 67.9%+24.6pp |
| Annual return | 14.63% | 22.81%-8.2pp | 25.84%-11.2pp | 28.85%-14.2pp |
| Employer contribution / active EE | $763 | $2,244-66.0% | $2,965-74.3% | $2,588-70.5% |
| Participant deferral / active EE | $4,086 | $4,215-3.1% | $4,851-15.8% | $4,289-4.7% |
| Admin fee / account holder | $192 | $2,707-92.9% | $8,252-97.7% | $1,587-87.9% |