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 | $31,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,087 | $91,552-34.4% | $133,956-55.1% | $79,858-24.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.04% | 61.85%-48.8pp | 45.09%-32.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,997 | $2,384+25.8% | $3,919-23.5% | $2,471+21.3% |
| Participant deferral / active EE | $3,024 | $3,733-19.0% | $5,048-40.1% | $3,740-19.1% |
| Admin fee / account holder | $264 | $6,321-95.8% | $8,927-97.0% | $5,306-95.0% |