Filed June 3, 1993
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 |
|---|---|---|
ERISA SERVICES, INC.7 years Service code 49 · EIN 62-1200951 | Other Services | $5,267 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,329 | $138,347-16.6% | $184,203-37.4% | $80,856+42.6% |
| Participation rate | 98.8% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 17.71% | 20.02%-2.3pp | 28.81%-11.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,428 | $4,850-29.3% | $6,427-46.7% | $2,755+24.4% |
| Participant deferral / active EE | $6,227 | $7,071-11.9% | $9,131-31.8% | $4,296+45.0% |
| Admin fee / account holder | $68 | $10,483-99.4% | $13,901-99.5% | $6,918-99.0% |