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 | $13,139 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,949 | $60,323+11.0% | $81,812-18.2% | $74,495-10.1% |
| Participation rate | 83.5% | 62.9%+20.6pp | 72.3%+11.2pp | 67.2%+16.3pp |
| Annual return | 14.02% | 16.90%-2.9pp | 773.79%-759.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,705 | $2,620+3.2% | $2,912-7.1% | $2,623+3.1% |
| Participant deferral / active EE | $3,234 | $3,387-4.5% | $4,319-25.1% | $4,346-25.6% |
| Admin fee / account holder | $95 | $1,486-93.6% | $7,386-98.7% | $1,942-95.1% |