Filed May 23, 2001 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 81-0635433 | Other Fees | $18,585 |
Service code 99 · EIN 71-0294708 | Other Fees | $8,556 |
WHITTLESEY PC1+ years Service code 27 · EIN 06-0903326 | Advisory (Plan) | $5,249 |
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 | $65,858 | $81,537-19.2% | $149,718-56.0% | $69,631-5.4% |
| Participation rate | 91.1% | 86.1%+5.0pp | 87.1%+4.1pp | 70.7%+20.4pp |
| Annual return | 17.25% | 22.79%-5.5pp | 1501.63%-1484.4pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $3,733 | $3,239+15.2% | $5,445-31.4% | $2,032+83.7% |
| Participant deferral / active EE | $3,889 | $4,994-22.1% | $6,569-40.8% | $3,224+20.6% |
| Admin fee / account holder | $12 | $107-89.2% | $11,283-99.9% | $110-89.6% |