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 | $1,855,546 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,822 | $36,321+144.5% | $89,391-0.6% | $106,222-16.4% |
| Participation rate | 90.0% | 29.8%+60.1pp | 68.0%+22.0pp | 70.8%+19.2pp |
| Annual return | 19.51% | 24.00%-4.5pp | 245.62%-226.1pp | 21.69%-2.2pp |
| Employer contribution / active EE | $2,546 | $507+402.6% | $2,586-1.5% | $2,723-6.5% |
| Participant deferral / active EE | $4,341 | $1,286+237.5% | $3,890+11.6% | $4,600-5.6% |
| Admin fee / account holder | $50 | $78-35.7% | $4,881-99.0% | $78-36.2% |