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 | $567,962 |
AFS ADVISORS, LLC5+ years Service code 27 · EIN 27-4398433 | Advisory (Plan) | $45,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,613 |
Filed as: MOODY, FAMIGLIETTI & ANDRONICO Service code 10 · EIN 04-3077056 | Accounting | $16,500 |
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 | $53,875 | $41,410+30.1% | $84,015-35.9% | $82,204-34.5% |
| Participation rate | 77.3% | 57.6%+19.7pp | 69.0%+8.3pp | 73.4%+3.9pp |
| Annual return | 19.40% | 21.09%-1.7pp | 71.31%-51.9pp | 26.31%-6.9pp |
| Employer contribution / active EE | $1,367 | $833+64.0% | $1,983-31.1% | $2,707-49.5% |
| Participant deferral / active EE | $2,268 | $1,628+39.3% | $3,239-30.0% | $4,246-46.6% |
| Admin fee / account holder | $85 | $89-4.1% | $6,101-98.6% | $76+12.6% |