Filed January 19, 1998
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 01-0233346 | Recordkeeping | $7,839 |
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 | $36,170 | $40,174-10.0% | $84,015-56.9% | $67,579-46.5% |
| Participation rate | 94.4% | 62.7%+31.7pp | 69.0%+25.4pp | 71.3%+23.1pp |
| Annual return | 19.94% | 25.82%-5.9pp | 71.31%-51.4pp | 378.56%-358.6pp |
| Employer contribution / active EE | $1,091 | $808+35.2% | $1,983-45.0% | $2,148-49.2% |
| Participant deferral / active EE | $2,955 | $2,301+28.4% | $3,239-8.8% | $3,539-16.5% |
| Admin fee / account holder | $154 | $128+20.3% | $6,101-97.5% | $142+8.5% |