Filed September 21, 1998
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 |
|---|---|---|
ARMANINO LLP1 year Service code 10 · EIN 33-2514127 | Accounting | $18,480 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $12,869 |
FLEXPATH STRATEGIES, LLC2 years Service code 26 · EIN 46-4782313 | Advisory (Participants) | $5,331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,742 | $48,277+201.9% | $67,511+115.9% | $80,874+80.2% |
| Participation rate | 90.5% | 66.4%+24.1pp | 72.9%+17.6pp | 67.6%+22.8pp |
| Annual return | 12.50% | 18.27%-5.8pp | 3517.41%-3504.9pp | 35.62%-23.1pp |
| Employer contribution / active EE | $6,369 | $2,021+215.1% | $2,733+133.1% | $2,756+131.1% |
| Participant deferral / active EE | $6,664 | $2,926+127.7% | $4,000+66.6% | $4,297+55.1% |
| Admin fee / account holder | $227 | $3,687-93.8% | $3,999-94.3% | $6,935-96.7% |