Filed December 30, 1996
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 13 · EIN 06-1050034 | Contract Administrator | $4,445 |
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 | $67,550 | $26,805+152.0% | $59,496+13.5% | $52,331+29.1% |
| Participation rate | 84.0% | 39.3%+44.7pp | 54.6%+29.4pp | 68.1%+15.9pp |
| Annual return | 0.53% | 2.61%-2.1pp | 182.05%-181.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,293 | $450+187.3% | $1,153+12.1% | $1,882-31.3% |
| Participant deferral / active EE | $4,046 | $916+341.5% | $1,829+121.2% | $3,022+33.9% |
| Admin fee / account holder | $27 | $305-91.1% | $2,232-98.8% | $592-95.4% |