Filed March 8, 2002 (most recent of 6 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 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $1,039,383 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $31,769 | $49,270-35.5% | $156,549-79.7% | $329,111-90.3% |
| Participation rate | 86.6% | 68.1%+18.4pp | 84.0%+2.5pp | 67.9%+18.7pp |
| Annual return | 11.88% | 23.25%-11.4pp | 32.23%-20.3pp | 16.35%-4.5pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $3,738 | $2,920+28.0% | $4,871-23.3% | $3,682+1.5% |
| Admin fee / account holder | $47 | $51-7.5% | $13,027-99.6% | $754-93.8% |