Filed September 27, 1995
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 60 · EIN 04-2647786 | Sub-TA Fees | $1,924 |
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 | $57,679 | $43,423+32.8% | $78,689-26.7% | $55,167+4.6% |
| Participation rate | 99.2% | 68.0%+31.2pp | 73.6%+25.7pp | 69.0%+30.3pp |
| Annual return | 8.20% | 11.53%-3.3pp | 62.18%-54.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $6,314 | $1,997+216.2% | $2,851+121.5% | $1,963+221.7% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $10 | $416-97.5% | $4,510-99.8% | $504-98.0% |