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 | $200 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,344 | $56,503-35.7% | $70,092-48.1% | $64,808-43.9% |
| Participation rate | 96.8% | 70.5%+26.4pp | 70.5%+26.4pp | 71.5%+25.4pp |
| Annual return | -19.09% | -13.44%-5.7pp | 190.73%-209.8pp | 32.82%-51.9pp |
| Employer contribution / active EE | $1,779 | $2,046-13.0% | $2,559-30.5% | $2,506-29.0% |
| Participant deferral / active EE | $3,504 | $3,389+3.4% | $3,849-9.0% | $4,310-18.7% |
| Admin fee / account holder | $0 | $160-99.8% | $6,267-100.0% | $188-99.8% |