Filed December 3, 1992
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 99 · EIN 59-2937883 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,842 | $57,281+2.7% | $86,612-32.1% | $75,163-21.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 10.73% | 2670.75%-2660.0pp | 591.07%-580.3pp | 160.62%-149.9pp |
| Employer contribution / active EE | $2,565 | $2,314+10.8% | $3,022-15.1% | $2,670-3.9% |
| Participant deferral / active EE | $3,916 | $3,318+18.0% | $4,438-11.8% | $4,125-5.1% |
| Admin fee / account holder | $37 | $4,112-99.1% | $5,614-99.3% | $5,651-99.3% |