Filed October 21, 1992
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 |
|---|---|---|
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $19,845 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $10,419 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,760 | $99,985-64.2% | $146,665-75.6% | $85,850-58.3% |
| Participation rate | 96.2% | 73.1%+23.1pp | 80.1%+16.1pp | 69.3%+26.8pp |
| Annual return | 19.27% | 18.93%+0.3pp | 22.74%-3.5pp | 318.53%-299.3pp |
| Employer contribution / active EE | $3,536 | $2,559+38.2% | $4,136-14.5% | $2,565+37.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $212 | $7,702-97.3% | $10,280-97.9% | $6,260-96.6% |