Filed June 30, 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 |
|---|---|---|
PENSION WORKS, INC.4+ years Service code 10 · EIN 03-0359635 382 HERCULES DRIVE · COCLHESTER, VT 05446 | Accounting | $27,515 |
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 | $51,391 | $75,388-31.8% | $123,544-58.4% | $55,725-7.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -3.96% | 4.48%-8.4pp | 119.20%-123.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,736 | $3,063-10.7% | $4,628-40.9% | $2,078+31.7% |
| Participant deferral / active EE | $3,291 | $5,651-41.8% | $6,426-48.8% | $3,356-1.9% |
| Admin fee / account holder | $54 | $120-55.3% | $9,284-99.4% | $115-53.5% |