Filed March 8, 1994
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 25 · EIN 04-2647786 | Directed Trustee | $149,153 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $27,564 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,601 | $96,403-24.7% | $93,606-22.4% | $77,787-6.7% |
| Participation rate | 87.5% | 87.6%-0.1pp | 75.8%+11.7pp | 73.2%+14.3pp |
| Annual return | 23.51% | 39.36%-15.8pp | 32.76%-9.2pp | 32.57%-9.1pp |
| Employer contribution / active EE | $2,150 | $3,616-40.5% | $2,718-20.9% | $2,504-14.2% |
| Participant deferral / active EE | $3,586 | $5,341-32.9% | $4,069-11.9% | $3,967-9.6% |
| Admin fee / account holder | $94 | $90+4.5% | $7,888-98.8% | $100-6.5% |