Filed January 10, 1997
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 64 · EIN 39-6040276 | Recordkeeping Fees | $1,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,002 | $66,310-56.3% | $93,606-69.0% | $65,185-55.5% |
| Participation rate | 47.9% | 74.0%-26.1pp | 75.8%-28.0pp | 70.2%-22.3pp |
| Annual return | 20.98% | 42.58%-21.6pp | 32.76%-11.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $291 | $2,012-85.5% | $2,718-89.3% | $2,177-86.6% |
| Participant deferral / active EE | $1,588 | $3,342-52.5% | $4,069-61.0% | $3,514-54.8% |
| Admin fee / account holder | $18 | $6,897-99.7% | $7,888-99.8% | $847-97.9% |