Filed October 3, 1997
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 | $34,366 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,580 | $44,989-38.7% | $170,442-83.8% | $77,958-64.6% |
| Participation rate | 86.0% | 64.6%+21.4pp | 83.6%+2.4pp | 71.6%+14.4pp |
| Annual return | 19.64% | 19.61%0pp | 205.93%-186.3pp | 20.87%-1.2pp |
| Employer contribution / active EE | $3,074 | $1,466+109.6% | $5,433-43.4% | $2,310+33.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $23 | $69-66.1% | $13,880-99.8% | $97-76.0% |