Filed October 2, 2001 (most recent of 2 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 19 · EIN 51-0396365 | Securities Custodian | $739,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,520 | $47,456+80.2% | $172,739-50.5% | $77,787+9.9% |
| Participation rate | 59.2% | 66.3%-7.0pp | 82.6%-23.4pp | 73.2%-14.0pp |
| Annual return | 20.70% | 35.57%-14.9pp | 802.84%-782.1pp | 32.57%-11.9pp |
| Employer contribution / active EE | $1,751 | $1,574+11.2% | $5,143-66.0% | $2,504-30.1% |
| Participant deferral / active EE | $4,002 | $2,560+56.4% | $5,198-23.0% | $3,967+0.9% |
| Admin fee / account holder | $195 | $81+140.8% | $13,954-98.6% | $100+94.5% |