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 | $350 |
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 | $41,228 | $55,790-26.1% | $76,817-46.3% | $67,579-39.0% |
| Participation rate | 92.7% | 71.1%+21.6pp | 72.1%+20.6pp | 71.3%+21.4pp |
| Annual return | 26.10% | 64.45%-38.4pp | 1166.11%-1140.0pp | 378.56%-352.5pp |
| Employer contribution / active EE | $1,695 | $1,810-6.4% | $2,302-26.4% | $2,148-21.1% |
| Participant deferral / active EE | $3,154 | $2,875+9.7% | $3,336-5.5% | $3,539-10.9% |
| Admin fee / account holder | $1 | $159-99.7% | $6,420-100.0% | $142-99.6% |