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 | $550 |
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 | $159,110 | $59,328+168.2% | $118,925+33.8% | $73,488+116.5% |
| Participation rate | 88.8% | 62.3%+26.5pp | 75.4%+13.4pp | 70.7%+18.1pp |
| Annual return | 16.37% | 19.13%-2.8pp | 35.88%-19.5pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,544 | $1,803+41.0% | $3,263-22.0% | $2,270+12.0% |
| Participant deferral / active EE | $4,722 | $2,604+81.3% | $4,265+10.7% | $3,740+26.3% |
| Admin fee / account holder | $559 | $600-6.9% | $6,581-91.5% | $513+9.0% |