Filed October 12, 2001 (most recent of 2 filings on file)
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 | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $95,028 | $59,231+60.4% | $90,223+5.3% | $52,331+81.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 79.0%+21.0pp | 68.1%+31.9pp |
| Annual return | -6.17% | 3.53%-9.7pp | 1.31%-7.5pp | 4.54%-10.7pp |
| Employer contribution / active EE | $7,220 | $3,391+112.9% | $4,378+64.9% | $1,882+283.7% |
| Participant deferral / active EE | $10,216 | $4,659+119.3% | $5,792+76.4% | $3,022+238.0% |
| Admin fee / account holder | $366 | $515-28.9% | $7,406-95.1% | $592-38.1% |