Filed March 7, 2002
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 | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,226 | $44,873+20.8% | $79,464-31.8% | $56,287-3.7% |
| Participation rate | 29.3% | 68.7%-39.4pp | 73.3%-44.0pp | 69.9%-40.5pp |
| Annual return | -5.00% | 0.81%-5.8pp | 718.14%-723.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $740 | $2,140-65.4% | $2,800-73.6% | $2,111-65.0% |
| Participant deferral / active EE | $1,434 | $2,746-47.8% | $3,704-61.3% | $3,350-57.2% |
| Admin fee / account holder | $47 | $418-88.8% | $5,113-99.1% | $521-91.0% |