Filed January 25, 2000 (most recent of 2 filings on file)
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 55 · EIN 35-2552359 | Other Commissions | $23,774 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $8,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,967 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,448 | $54,573+14.4% | $90,951-31.3% | $73,488-15.0% |
| Participation rate | 98.6% | 61.2%+37.5pp | 69.0%+29.6pp | 70.7%+28.0pp |
| Annual return | 15.91% | 16.69%-0.8pp | 134.60%-118.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,370 | $991+38.2% | $2,122-35.4% | $2,270-39.7% |
| Participant deferral / active EE | $5,278 | $2,517+109.7% | $3,373+56.5% | $3,740+41.1% |
| Admin fee / account holder | $60 | $521-88.4% | $5,959-99.0% | $513-88.2% |