Filed September 5, 2001 (most recent of 3 filings on file)
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 26 · EIN 71-0294708 | Advisory (Participants) | $1,970 |
Service code 55 · EIN 06-1375177 | Other Commissions | $540 |
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 | $62,977 | $73,638-14.5% | $95,952-34.4% | $73,488-14.3% |
| Participation rate | 79.2% | 76.2%+3.1pp | 77.1%+2.2pp | 70.7%+8.6pp |
| Annual return | 15.95% | 16.78%-0.8pp | 91.61%-75.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,533 | $1,863-17.7% | $2,541-39.7% | $2,270-32.5% |
| Participant deferral / active EE | $3,380 | $3,617-6.5% | $4,167-18.9% | $3,740-9.6% |
| Admin fee / account holder | $89 | $482-81.6% | $6,795-98.7% | $513-82.7% |