Filed April 28, 1998 (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 |
|---|---|---|
RELIANCE TRUST COMPANY1 year Service code 18 · EIN 58-1428634 | Direct payment from the plan; Custodi... | $9,904 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,409 | $98,982-31.9% | $162,163-58.4% | $65,185+3.4% |
| Participation rate | 92.2% | 85.8%+6.4pp | 87.6%+4.6pp | 70.2%+22.0pp |
| Annual return | 21.41% | 24.84%-3.4pp | 115.59%-94.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,282 | $3,467-34.2% | $5,614-59.3% | $2,177+4.9% |
| Participant deferral / active EE | $2,753 | $5,384-48.9% | $7,298-62.3% | $3,514-21.7% |
| Admin fee / account holder | $114 | $596-81.0% | $10,843-99.0% | $847-86.6% |