Filed June 27, 2000
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 6-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 12 | Participant loan processing; Sharehol... | $1,436 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $34,594 | $43,075-19.7% | $74,583-53.6% | $62,891-45.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 9.35% | 17.50%-8.2pp | 20.47%-11.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,336 | $1,498+56.0% | $2,525-7.5% | $2,281+2.4% |
| Participant deferral / active EE | $2,660 | $2,389+11.3% | $3,458-23.1% | $3,203-17.0% |
| Admin fee / account holder | $49 | $2,840-98.3% | $4,138-98.8% | $4,296-98.9% |