Filed April 26, 1999
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 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $32,725 | $48,261-32.2% | $68,793-52.4% | $55,725-41.3% |
| Participation rate | 89.2% | 71.0%+18.1pp | 72.2%+17.0pp | 70.9%+18.3pp |
| Annual return | -4.97% | -2.61%-2.4pp | -4.63%-0.3pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,932 | $1,742+10.9% | $2,625-26.4% | $2,078-7.0% |
| Participant deferral / active EE | $3,467 | $2,712+27.9% | $3,311+4.7% | $3,356+3.3% |
| Admin fee / account holder | $0 | $126-99.8% | $5,131-100.0% | $115-99.8% |