Filed December 3, 1999 (most recent of 6 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 27 · EIN 39-1859759 | Advisory (Plan) | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,268 | $63,745+80.8% | $98,442+17.1% | $79,386+45.2% |
| Participation rate | 74.5% | 69.9%+4.6pp | 73.3%+1.1pp | 70.7%+3.8pp |
| Annual return | 13.94% | 625.80%-611.9pp | 1492.73%-1478.8pp | 116.85%-102.9pp |
| Employer contribution / active EE | $3,089 | $2,557+20.8% | $2,960+4.4% | $2,427+27.2% |
| Participant deferral / active EE | $4,442 | $3,303+34.5% | $4,276+3.9% | $4,046+9.8% |
| Admin fee / account holder | $89 | $516-82.8% | $5,949-98.5% | $626-85.8% |