Filed December 29, 1992
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 35-0145825 | Recordkeeping | $52,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,418 | $122,239-18.7% | $184,203-46.0% | $74,495+33.5% |
| Participation rate | 96.6% | 85.5%+11.1pp | 86.8%+9.8pp | 67.2%+29.4pp |
| Annual return | 13.37% | 19.95%-6.6pp | 28.81%-15.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,635 | $4,537-19.9% | $6,427-43.4% | $2,623+38.6% |
| Participant deferral / active EE | $6,333 | $7,139-11.3% | $9,131-30.7% | $4,346+45.7% |
| Admin fee / account holder | $6 | $1,260-99.5% | $13,901-100.0% | $1,942-99.7% |