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 | $29,720 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,177 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,417 | $59,263+17.1% | $96,562-28.1% | $79,386-12.6% |
| Participation rate | 97.4% | 61.9%+35.5pp | 69.8%+27.5pp | 70.7%+26.6pp |
| Annual return | 11.51% | 27.07%-15.6pp | 37.78%-26.3pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,987 | $1,216+63.4% | $2,356-15.7% | $2,427-18.2% |
| Participant deferral / active EE | $5,552 | $2,948+88.3% | $3,849+44.2% | $4,046+37.2% |
| Admin fee / account holder | $64 | $658-90.3% | $6,181-99.0% | $626-89.8% |