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 | $47,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,657 | $61,156+59.7% | $185,823-47.4% | $79,386+23.0% |
| Participation rate | 66.0% | 66.6%-0.7pp | 81.7%-15.7pp | 70.7%-4.7pp |
| Annual return | 15.97% | 19.45%-3.5pp | 122.05%-106.1pp | 116.85%-100.9pp |
| Employer contribution / active EE | $2,186 | $2,321-5.8% | $5,167-57.7% | $2,427-9.9% |
| Participant deferral / active EE | $4,703 | $2,789+68.6% | $5,568-15.5% | $4,046+16.2% |
| Admin fee / account holder | $240 | $710-66.2% | $16,237-98.5% | $626-61.7% |