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 | $10,391 |
TOROSO INVESTMENTS1 year Service code 99 · EIN 45-4779500 | Other Fees | $5,927 |
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 | $53,242 | $43,504+22.4% | $68,793-22.6% | $56,287-5.4% |
| Participation rate | 82.2% | 67.8%+14.4pp | 72.2%+10.0pp | 69.9%+12.4pp |
| Annual return | -2.65% | -3.15%+0.5pp | -4.63%+2.0pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,927 | $1,525+26.4% | $2,625-26.6% | $2,111-8.7% |
| Participant deferral / active EE | $2,872 | $2,509+14.5% | $3,311-13.3% | $3,350-14.3% |
| Admin fee / account holder | $51 | $515-90.0% | $5,131-99.0% | $521-90.1% |