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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,296 | $69,823-39.4% | $77,163-45.2% | $74,419-43.2% |
| Participation rate | 91.7% | 70.0%+21.7pp | 69.6%+22.1pp | 70.7%+21.0pp |
| Annual return | 22.08% | 19.98%+2.1pp | 37.87%-15.8pp | 34.38%-12.3pp |
| Employer contribution / active EE | $1,943 | $2,150-9.6% | $2,535-23.3% | $2,637-26.3% |
| Participant deferral / active EE | $3,875 | $3,558+8.9% | $3,833+1.1% | $4,528-14.4% |
| Admin fee / account holder | $0 | $398-99.9% | $5,472-100.0% | $348-99.9% |