Filed December 10, 1999
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 13 · EIN 06-1050034 | Contract Administrator | $178,903 |
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 | $22,082 | $23,119-4.5% | $71,086-68.9% | $75,289-70.7% |
| Participation rate | 100.0% | 36.3%+63.7pp | 54.7%+45.3pp | 72.4%+27.6pp |
| Annual return | -5.19% | -3.32%-1.9pp | 650.59%-655.8pp | -0.04%-5.1pp |
| Employer contribution / active EE | $727 | $399+82.3% | $1,088-33.1% | $2,405-69.8% |
| Participant deferral / active EE | $2,488 | $960+159.1% | $1,874+32.7% | $3,739-33.5% |
| Admin fee / account holder | $103 | $89+15.1% | $3,082-96.7% | $102+0.7% |