Filed August 20, 1997
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 15 · EIN 13-5674085 | Recordkeeping | $62,129 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $182,703 | $86,332+111.6% | $125,175+46.0% | $65,185+180.3% |
| Participation rate | 90.0% | 75.3%+14.7pp | 79.8%+10.2pp | 70.2%+19.8pp |
| Annual return | 22.11% | 27.43%-5.3pp | 43.79%-21.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $2,784 | $2,040+36.5% | $3,865-28.0% | $2,177+27.9% |
| Participant deferral / active EE | $8,344 | $3,537+135.9% | $4,937+69.0% | $3,514+137.5% |
| Admin fee / account holder | $467 | $609-23.3% | $9,702-95.2% | $847-44.9% |