Filed September 9, 1997
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 26 · EIN 71-0294708 | Advisory (Participants) | $8,064 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,676 | $74,089-47.8% | $133,980-71.1% | $55,167-29.9% |
| Participation rate | 89.0% | 84.3%+4.7pp | 87.1%+2.0pp | 69.0%+20.0pp |
| Annual return | 7.03% | 12.11%-5.1pp | 29.30%-22.3pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,375 | $3,064-55.1% | $5,211-73.6% | $1,963-29.9% |
| Participant deferral / active EE | $2,493 | $4,678-46.7% | $6,282-60.3% | $3,054-18.4% |
| Admin fee / account holder | $26 | $458-94.4% | $9,324-99.7% | $504-94.9% |