Filed November 26, 1997 (most recent of 3 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 | $375,153 |
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 | $45,946 | $53,565-14.2% | $172,739-73.4% | $82,204-44.1% |
| Participation rate | 96.6% | 69.6%+26.9pp | 82.6%+13.9pp | 73.4%+23.2pp |
| Annual return | 21.20% | 31.42%-10.2pp | 802.84%-781.6pp | 26.31%-5.1pp |
| Employer contribution / active EE | $4,797 | $1,857+158.4% | $5,143-6.7% | $2,707+77.2% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $31 | $61-49.9% | $13,954-99.8% | $76-59.3% |