Filed October 29, 1998
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 37 · EIN 04-2647786 | Loan Processing | $524,196 |
AFS ADVISORS, LLC2+ years Service code 16 · EIN 27-4398433 | Consulting | $40,000 |
Filed as: MOODY, FAMIGLIETTI & ANDRONICO Service code 10 · EIN 04-3077056 | Accounting | $13,200 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,076 |
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 | $40,328 | $31,036+29.9% | $71,796-43.8% | $65,292-38.2% |
| Participation rate | 76.8% | 56.1%+20.7pp | 69.1%+7.6pp | 72.4%+4.3pp |
| Annual return | 8.58% | 8.62%0pp | 78.04%-69.5pp | 11.84%-3.3pp |
| Employer contribution / active EE | $1,152 | $662+73.9% | $1,924-40.1% | $2,302-50.0% |
| Participant deferral / active EE | $1,843 | $1,336+38.0% | $2,794-34.0% | $3,579-48.5% |
| Admin fee / account holder | $77 | $65+18.3% | $4,815-98.4% | $57+33.9% |