Filed August 14, 1995
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 |
|---|---|---|
SENIOR OPERATIONS LLC2+ years Service code 10 · EIN 94-2918781 | Accounting | $70,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,270 |
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 | $71,863 | $80,211-10.4% | $74,183-3.1% | $63,975+12.3% |
| Participation rate | 89.4% | 84.2%+5.3pp | 76.6%+12.8pp | 71.1%+18.3pp |
| Annual return | 7.84% | 14.13%-6.3pp | 17.74%-9.9pp | 48.65%-40.8pp |
| Employer contribution / active EE | $1,839 | $2,553-28.0% | $2,370-22.4% | $2,182-15.7% |
| Participant deferral / active EE | $3,456 | $4,370-20.9% | $3,550-2.6% | $3,356+3.0% |
| Admin fee / account holder | $9 | $67-85.9% | $5,586-99.8% | $70-86.5% |