Filed December 19, 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 15 · EIN 01-0233346 | Recordkeeping | $356 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $202,037 | $66,180+205.3% | $118,746+70.1% | $62,292+224.3% |
| Participation rate | 88.9% | 71.3%+17.6pp | 78.3%+10.6pp | 69.5%+19.4pp |
| Annual return | 15.33% | 60.89%-45.6pp | 24.54%-9.2pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,042 | $3,183-35.8% | $4,193-51.3% | $2,0420% |
| Participant deferral / active EE | $8,366 | $4,247+97.0% | $5,332+56.9% | $3,169+164.0% |
| Admin fee / account holder | $2 | $753-99.8% | $10,720-100.0% | $479-99.7% |