Filed October 9, 2003
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 |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $13,650 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,583 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,944 |
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 | $167,643 | $79,519+110.8% | $95,952+74.7% | $73,409+128.4% |
| Participation rate | 96.4% | 81.2%+15.2pp | 77.1%+19.3pp | 72.2%+24.2pp |
| Annual return | 14.97% | 19.20%-4.2pp | 91.61%-76.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,566 | $2,048-23.5% | $2,541-38.4% | $2,234-29.9% |
| Participant deferral / active EE | $5,793 | $4,138+40.0% | $4,167+39.0% | $3,805+52.2% |
| Admin fee / account holder | $25 | $184-86.7% | $6,795-99.6% | $158-84.4% |