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 | $51,830 |
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 | $223,629 | $81,474+174.5% | $133,956+66.9% | $73,488+204.3% |
| Participation rate | 88.9% | 76.4%+12.5pp | 79.8%+9.0pp | 70.7%+18.2pp |
| Annual return | 16.18% | 19.40%-3.2pp | 45.09%-28.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,857 | $2,209+29.3% | $3,919-27.1% | $2,270+25.8% |
| Participant deferral / active EE | $8,804 | $3,786+132.5% | $5,048+74.4% | $3,740+135.4% |
| Admin fee / account holder | $319 | $713-55.2% | $8,927-96.4% | $513-37.8% |