Filed November 27, 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 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,501 | $89,652-10.2% | $141,162-43.0% | $65,185+23.5% |
| Participation rate | 44.0% | 74.7%-30.8pp | 82.5%-38.5pp | 70.2%-26.2pp |
| Annual return | 22.12% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,012 | $3,065-67.0% | $4,735-78.6% | $2,177-53.5% |
| Participant deferral / active EE | $2,301 | $5,691-59.6% | $6,709-65.7% | $3,514-34.5% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |