Filed April 24, 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 15 · EIN 68-0369583 | Recordkeeping | $11,374 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $516 |
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 | $111,386 | $49,025+127.2% | $87,507+27.3% | $62,891+77.1% |
| Participation rate | 92.9% | 64.9%+28.0pp | 73.8%+19.0pp | 69.3%+23.6pp |
| Annual return | 7.03% | 10.02%-3.0pp | 12.21%-5.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,337 | $1,372+70.4% | $2,550-8.3% | $2,281+2.5% |
| Participant deferral / active EE | $7,447 | $2,289+225.3% | $3,149+136.5% | $3,203+132.5% |
| Admin fee / account holder | $197 | $4,065-95.2% | $4,221-95.3% | $4,296-95.4% |