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 LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $14,070 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,779 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,573 | $185,342-15.5% | $111,297+40.7% | $86,799+80.4% |
| Participation rate | 96.3% | 81.0%+15.3pp | 77.3%+19.0pp | 72.3%+24.0pp |
| Annual return | 13.67% | 500.80%-487.1pp | 54.65%-41.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $2,162 | $2,246-3.7% | $2,731-20.8% | $2,405-10.1% |
| Participant deferral / active EE | $6,920 | $4,458+55.2% | $4,487+54.2% | $4,131+67.5% |
| Admin fee / account holder | $44 | $255-82.7% | $7,964-99.4% | $170-74.0% |