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 | $6,622 |
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 | $75,351 | $35,986+109.4% | $77,482-2.8% | $73,488+2.5% |
| Participation rate | 100.0% | 40.8%+59.2pp | 54.2%+45.8pp | 70.7%+29.3pp |
| Annual return | 12.28% | 19.26%-7.0pp | 54.79%-42.5pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,635 | $557+193.3% | $986+65.8% | $2,270-28.0% |
| Participant deferral / active EE | $3,342 | $1,198+179.1% | $1,861+79.6% | $3,740-10.6% |
| Admin fee / account holder | $24 | $466-94.8% | $2,858-99.2% | $513-95.3% |