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 | $286,718 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,939 | $68,330-22.5% | $149,673-64.6% | $96,393-45.1% |
| Participation rate | 74.7% | 74.6%+0.1pp | 78.8%-4.1pp | 71.3%+3.4pp |
| Annual return | 17.99% | 29.64%-11.6pp | 134.42%-116.4pp | 22.88%-4.9pp |
| Employer contribution / active EE | $3,847 | $2,139+79.8% | $4,818-20.2% | $3,238+18.8% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,680-100.0% | $5,455-100.0% |
| Admin fee / account holder | $20 | $52-61.2% | $13,210-99.8% | $74-72.7% |