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 | $30,510 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $10,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,263 | $49,451+27.9% | $79,550-20.5% | $66,914-5.5% |
| Participation rate | 96.0% | 61.3%+34.7pp | 69.5%+26.5pp | 69.8%+26.2pp |
| Annual return | -4.37% | 84.25%-88.6pp | 0.16%-4.5pp | 1.58%-6.0pp |
| Employer contribution / active EE | $1,714 | $1,266+35.5% | $2,413-29.0% | $2,544-32.6% |
| Participant deferral / active EE | $5,377 | $3,159+70.2% | $3,985+34.9% | $4,237+26.9% |
| Admin fee / account holder | $61 | $595-89.8% | $6,832-99.1% | $593-89.8% |