Filed October 18, 2004
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 |
|---|---|---|
COHN REZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $8,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,656 |
Employer contribution per participant 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 | $73,960 | $81,474-9.2% | $133,956-44.8% | $73,488+0.6% |
| Participation rate | 85.0% | 76.4%+8.6pp | 79.8%+5.2pp | 70.7%+14.3pp |
| Annual return | 20.75% | 19.40%+1.3pp | 45.09%-24.3pp | 28.51%-7.8pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,731 | $3,786-1.4% | $5,048-26.1% | $3,740-0.2% |
| Admin fee / account holder | $46 | $713-93.5% | $8,927-99.5% | $513-91.0% |