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 | $615,996 |
AFS ADVISORS, LLC4+ years Service code 27 · EIN 27-4398433 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,054 |
Filed as: MOODY, FAMIGLIETTI & ANDRONICO Service code 10 · EIN 04-3077056 | Accounting | $16,100 |
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 | $45,421 | $32,284+40.7% | $74,550-39.1% | $68,904-34.1% |
| Participation rate | 78.9% | 58.1%+20.8pp | 69.1%+9.7pp | 74.1%+4.8pp |
| Annual return | -4.90% | -4.24%-0.7pp | 32.53%-37.4pp | 1.07%-6.0pp |
| Employer contribution / active EE | $1,389 | $782+77.6% | $1,961-29.2% | $2,540-45.3% |
| Participant deferral / active EE | $2,209 | $1,518+45.5% | $3,108-28.9% | $4,015-45.0% |
| Admin fee / account holder | $90 | $72+24.8% | $5,060-98.2% | $71+26.2% |