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 | $546,245 |
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 | $48,718 | $50,127-2.8% | $149,673-67.5% | $80,160-39.2% |
| Participation rate | 65.9% | 64.3%+1.6pp | 78.8%-12.9pp | 72.9%-7.0pp |
| Annual return | 16.56% | 29.82%-13.3pp | 134.42%-117.9pp | 40.38%-23.8pp |
| Employer contribution / active EE | $1,128 | $1,865-39.5% | $4,818-76.6% | $2,978-62.1% |
| Participant deferral / active EE | $3,680 | $3,194+15.2% | $5,680-35.2% | $5,017-26.7% |
| Admin fee / account holder | $102 | $153-33.5% | $13,210-99.2% | $145-29.9% |