Filed May 19, 1998
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 6-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 64 · EIN 71-0294708 | Recordkeeping Fees | $13,018 |
Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 · EIN 36-2708660 | Other Fees | $5,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,785 | $50,106-6.6% | $70,014-33.2% | $57,658-18.9% |
| Participation rate | 69.8% | 70.9%-1.0pp | 71.8%-2.0pp | 70.2%-0.4pp |
| Annual return | 6.09% | 14.58%-8.5pp | 12.99%-6.9pp | 5.13%+1.0pp |
| Employer contribution / active EE | $589 | $1,739-66.1% | $2,338-74.8% | $1,974-70.2% |
| Participant deferral / active EE | $1,664 | $2,486-33.1% | $2,931-43.2% | $3,061-45.6% |
| Admin fee / account holder | $32 | $89-64.3% | $4,380-99.3% | $95-66.3% |