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 | $561,386 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,552 |
AFS ADVISORS, LLC6+ years Service code 27 · EIN 27-4398433 | Advisory (Plan) | $37,500 |
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 | $59,680 | $40,984+45.6% | $90,951-34.4% | $93,223-36.0% |
| Participation rate | 77.7% | 59.7%+17.9pp | 69.0%+8.6pp | 74.9%+2.8pp |
| Annual return | 14.74% | 17.56%-2.8pp | 134.60%-119.9pp | 19.29%-4.5pp |
| Employer contribution / active EE | $1,551 | $840+84.6% | $2,122-26.9% | $2,680-42.1% |
| Participant deferral / active EE | $2,537 | $1,856+36.7% | $3,373-24.8% | $4,563-44.4% |
| Admin fee / account holder | $81 | $75+8.1% | $5,959-98.6% | $79+2.6% |