Filed March 8, 1995
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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $47,436 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $19,300 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,186 | $136,853+5.4% | $130,231+10.7% | $80,160+79.9% |
| Participation rate | 98.4% | 81.6%+16.8pp | 76.3%+22.1pp | 72.9%+25.5pp |
| Annual return | 16.29% | 22.66%-6.4pp | 38.77%-22.5pp | 40.38%-24.1pp |
| Employer contribution / active EE | $2,048 | $3,395-39.7% | $4,126-50.4% | $2,978-31.2% |
| Participant deferral / active EE | $8,625 | $5,856+47.3% | $6,799+26.9% | $5,017+71.9% |
| Admin fee / account holder | $38 | $184-79.3% | $6,020-99.4% | $145-73.8% |