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 | $11,747 |
Annual investment return 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 | $54,890 | $50,385+8.9% | $75,670-27.5% | $62,292-11.9% |
| Participation rate | 83.4% | 67.7%+15.7pp | 72.3%+11.1pp | 69.5%+13.9pp |
| Annual return | -36.85% | 19.90%-56.7pp | 27.34%-64.2pp | 28.90%-65.7pp |
| Employer contribution / active EE | $1,809 | $1,537+17.7% | $2,352-23.1% | $2,042-11.4% |
| Participant deferral / active EE | $2,748 | $2,445+12.4% | $3,142-12.5% | $3,169-13.3% |
| Admin fee / account holder | $55 | $384-85.6% | $5,800-99.0% | $479-88.5% |