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 | $37,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,831 | $58,879+33.9% | $178,490-55.8% | $73,488+7.3% |
| Participation rate | 72.8% | 66.2%+6.6pp | 81.9%-9.1pp | 70.7%+2.1pp |
| Annual return | 15.24% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,907 | $2,236-14.7% | $5,011-61.9% | $2,270-16.0% |
| Participant deferral / active EE | $4,374 | $2,567+70.4% | $5,202-15.9% | $3,740+17.0% |
| Admin fee / account holder | $178 | $400-55.5% | $13,984-98.7% | $513-65.3% |