Filed January 28, 1991
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 30-0219031 | Recordkeeping | $30,729 |
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 | $53,319 | $72,404-26.4% | $110,238-51.6% | $64,186-16.9% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.6pp | 69.6%+24.9pp |
| Annual return | -4.85% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,727 | $2,282+19.5% | $3,826-28.7% | $2,381+14.5% |
| Participant deferral / active EE | $3,029 | $3,469-12.7% | $4,672-35.2% | $3,470-12.7% |
| Admin fee / account holder | $290 | $5,664-94.9% | $8,547-96.6% | $4,888-94.1% |