Filed November 12, 1999
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 60 · EIN 04-2647786 | Sub-TA Fees | -$7,560 |
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 | $50,681 | $54,762-7.5% | $90,281-43.9% | $72,985-30.6% |
| Participation rate | 93.5% | 65.1%+28.4pp | 73.3%+20.3pp | 69.5%+24.1pp |
| Annual return | 24.33% | 30.63%-6.3pp | 78.10%-53.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $4,158 | $2,092+98.7% | $2,854+45.7% | $2,440+70.4% |
| Participant deferral / active EE | $2,903 | $2,887+0.6% | $3,885-25.3% | $3,607-19.5% |
| Admin fee / account holder | $68 | $3,972-98.3% | $5,351-98.7% | $5,124-98.7% |