Filed March 15, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $67,494 |
Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $19,211 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS Service code 10 · EIN 13-5381590 | Accounting | $5,250 |
MATRIX TRUST COMPANY10+ years Filed as: MATRIX TRUST CORPORATION Service code 15 · EIN 75-3182674 | Recordkeeping | $2,902 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,422-100.0% | $468,422-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 44.0%-44.0pp |
| Annual return | 9.61% | 6.30%+3.3pp | 6.74%+2.9pp | 13.05%-3.4pp |
| Employer contribution / active EE | $379,000 | $48,167+686.8% | $43,780+765.7% | $37,639+906.9% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $30,864-100.0% |