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 | $10,833 |
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 | $54,054 | $57,281-5.6% | $86,612-37.6% | $75,163-28.1% |
| Participation rate | 97.8% | 63.2%+34.7pp | 71.7%+26.2pp | 67.2%+30.7pp |
| Annual return | 17.16% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,065 | $2,314-10.8% | $3,022-31.7% | $2,670-22.7% |
| Participant deferral / active EE | $3,364 | $3,318+1.4% | $4,438-24.2% | $4,125-18.5% |
| Admin fee / account holder | $73 | $4,112-98.2% | $5,614-98.7% | $5,651-98.7% |