Filed February 7, 1994
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 15 · EIN 13-3689044 | Recordkeeping | $39,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,634 | $47,977+32.6% | $154,107-58.7% | $56,287+13.1% |
| Participation rate | 67.6% | 66.2%+1.5pp | 83.0%-15.4pp | 69.9%-2.2pp |
| Annual return | -5.56% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,848 | $2,169-14.8% | $5,298-65.1% | $2,111-12.4% |
| Participant deferral / active EE | $3,787 | $2,392+58.3% | $5,081-25.5% | $3,350+13.1% |
| Admin fee / account holder | $211 | $438-51.8% | $13,411-98.4% | $521-59.4% |