Filed December 28, 2000
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 9-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 01-0233346 | Recordkeeping | $400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,729 | $58,083-45.4% | $80,019-60.3% | $56,287-43.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 5.55% | 34.61%-29.1pp | 11.22%-5.7pp | -9.96%+15.5pp |
| Employer contribution / active EE | $1,036 | $1,932-46.4% | $2,468-58.0% | $2,111-50.9% |
| Participant deferral / active EE | $809 | $3,135-74.2% | $3,686-78.1% | $3,350-75.9% |
| Admin fee / account holder | $165 | $623-73.5% | $6,521-97.5% | $521-68.3% |