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 | $36,477 |
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 | $70,126 | $52,953+32.4% | $172,739-59.4% | $65,185+7.6% |
| Participation rate | 74.4% | 66.2%+8.2pp | 82.6%-8.3pp | 70.2%+4.2pp |
| Annual return | 22.13% | 30.12%-8.0pp | 802.84%-780.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $2,075 | $2,190-5.2% | $5,143-59.7% | $2,177-4.7% |
| Participant deferral / active EE | $4,256 | $2,471+72.2% | $5,198-18.1% | $3,514+21.1% |
| Admin fee / account holder | $185 | $472-60.8% | $13,954-98.7% | $847-78.1% |