Filed May 26, 1995 (most recent of 2 filings on file)
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 | $525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $137,475 | $54,045+154.4% | $115,157+19.4% | $65,185+110.9% |
| Participation rate | 91.6% | 63.5%+28.1pp | 75.9%+15.7pp | 70.2%+21.4pp |
| Annual return | 21.30% | 26.55%-5.2pp | 35.60%-14.3pp | 29.38%-8.1pp |
| Employer contribution / active EE | $2,592 | $1,653+56.8% | $3,179-18.5% | $2,177+19.1% |
| Participant deferral / active EE | $4,974 | $2,504+98.6% | $4,168+19.3% | $3,514+41.5% |
| Admin fee / account holder | $640 | $626+2.3% | $7,088-91.0% | $847-24.5% |