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 | $230,259 |
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 | $49,933 | $63,259-21.1% | $178,490-72.0% | $93,223-46.4% |
| Participation rate | 99.7% | 72.1%+27.6pp | 81.9%+17.8pp | 74.9%+24.8pp |
| Annual return | 17.01% | 19.93%-2.9pp | 151.07%-134.1pp | 19.29%-2.3pp |
| Employer contribution / active EE | $5,073 | $1,865+172.1% | $5,011+1.2% | $2,680+89.3% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $20 | $58-65.2% | $13,984-99.9% | $79-74.5% |