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 | $432,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,710 | $45,000+1.6% | $143,757-68.2% | $77,904-41.3% |
| Participation rate | 65.2% | 66.8%-1.6pp | 80.3%-15.1pp | 73.7%-8.4pp |
| Annual return | -16.46% | 29.03%-45.5pp | -0.04%-16.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $1,134 | $1,870-39.3% | $4,951-77.1% | $2,848-60.2% |
| Participant deferral / active EE | $3,807 | $3,157+20.6% | $5,637-32.5% | $4,806-20.8% |
| Admin fee / account holder | $158 | $98+60.5% | $14,673-98.9% | $133+19.2% |