Filed May 15, 1997
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 27 · EIN 34-1803756 | Advisory (Plan) | $17,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,750 |
Annual investment return 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 | $32,545 | $73,638-55.8% | $95,952-66.1% | $73,488-55.7% |
| Participation rate | 83.5% | 76.2%+7.3pp | 77.1%+6.4pp | 70.7%+12.8pp |
| Annual return | 11.26% | 16.78%-5.5pp | 91.61%-80.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,252 | $1,863-32.8% | $2,541-50.7% | $2,270-44.8% |
| Participant deferral / active EE | $2,328 | $3,617-35.6% | $4,167-44.1% | $3,740-37.7% |
| Admin fee / account holder | $248 | $482-48.5% | $6,795-96.3% | $513-51.6% |