Filed October 17, 2001
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 13-5674085 | Recordkeeping | $1,697,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,656 | $26,810+159.8% | $76,523-9.0% | $73,367-5.1% |
| Participation rate | 81.7% | 34.6%+47.1pp | 68.0%+13.7pp | 69.5%+12.2pp |
| Annual return | -3.65% | 17.04%-20.7pp | -0.27%-3.4pp | 173.45%-177.1pp |
| Employer contribution / active EE | $2,134 | $503+324.7% | $2,647-19.4% | $2,499-14.6% |
| Participant deferral / active EE | $3,598 | $1,312+174.1% | $3,835-6.2% | $4,033-10.8% |
| Admin fee / account holder | $50 | $71-29.0% | $4,848-99.0% | $68-26.6% |