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 | $31,551 |
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 | $60,127 | $83,477-28.0% | $125,175-52.0% | $72,985-17.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.75% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,928 | $2,345+24.9% | $3,865-24.2% | $2,440+20.0% |
| Participant deferral / active EE | $3,282 | $3,585-8.5% | $4,937-33.5% | $3,607-9.0% |
| Admin fee / account holder | $270 | $5,517-95.1% | $9,702-97.2% | $5,124-94.7% |