Filed October 24, 1994
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 15 · EIN 13-3689044 | Recordkeeping | $390 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,912 | $46,745-93.8% | $60,547-95.2% | $52,331-94.4% |
| Participation rate | 95.7% | 58.6%+37.1pp | 68.0%+27.7pp | 68.1%+27.5pp |
| Annual return | 0.00% | 0.61%-0.6pp | 335.64%-335.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,471 | $1,259+16.9% | $2,419-39.2% | $1,882-21.8% |
| Participant deferral / active EE | $1,560 | $2,145-27.3% | $3,328-53.1% | $3,022-48.4% |
| Admin fee / account holder | $2 | $537-99.6% | $4,536-100.0% | $592-99.7% |