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 | $2,689 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,998 | $51,197-8.2% | $82,719-43.2% | $66,914-29.8% |
| Participation rate | 95.4% | 67.8%+27.6pp | 72.6%+22.8pp | 69.8%+25.6pp |
| Annual return | -13.93% | -9.64%-4.3pp | 701.18%-715.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,912 | $2,611-26.7% | $3,009-36.4% | $2,544-24.8% |
| Participant deferral / active EE | $2,786 | $3,458-19.4% | $4,395-36.6% | $4,237-34.2% |
| Admin fee / account holder | $18 | $416-95.7% | $5,329-99.7% | $593-97.0% |