Filed January 4, 2002
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 19 · EIN 51-0396365 | Securities Custodian | $336,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,241 | $37,039+19.4% | $147,614-70.0% | $59,188-25.3% |
| Participation rate | 60.5% | 63.8%-3.3pp | 84.6%-24.1pp | 69.4%-8.9pp |
| Annual return | 1.90% | 7.19%-5.3pp | 61.98%-60.1pp | 5.51%-3.6pp |
| Employer contribution / active EE | $894 | $1,353-33.9% | $5,564-83.9% | $2,098-57.4% |
| Participant deferral / active EE | $2,734 | $2,094+30.6% | $4,895-44.2% | $3,265-16.3% |
| Admin fee / account holder | $88 | $60+46.0% | $11,611-99.2% | $92-4.7% |