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 | $603,668 |
AFS ADVISORS, LLC3+ years Service code 27 · EIN 27-4398433 | Advisory (Plan) | $40,000 |
Filed as: MOODY, FAMIGLIETTI & ANDRONICO Service code 10 · EIN 04-3077056 | Accounting | $15,104 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,210 |
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 | $45,564 | $37,026+23.1% | $78,778-42.2% | $177,276-74.3% |
| Participation rate | 78.7% | 54.2%+24.5pp | 69.2%+9.5pp | 74.8%+3.9pp |
| Annual return | 14.91% | 16.20%-1.3pp | 35.62%-20.7pp | 21.25%-6.3pp |
| Employer contribution / active EE | $1,297 | $730+77.6% | $1,986-34.7% | $2,479-47.7% |
| Participant deferral / active EE | $2,096 | $1,412+48.5% | $2,958-29.1% | $3,881-46.0% |
| Admin fee / account holder | $85 | $77+11.2% | $5,134-98.3% | $154-44.8% |