Filed June 16, 2004 (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 |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,261 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $213,702 | $80,177+166.5% | $123,892+72.5% | $57,658+270.6% |
| Participation rate | 98.7% | 74.4%+24.3pp | 81.4%+17.3pp | 70.2%+28.5pp |
| Annual return | 6.89% | 17.90%-11.0pp | 47.52%-40.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $3,014 | $2,913+3.5% | $4,617-34.7% | $1,974+52.7% |
| Participant deferral / active EE | $10,589 | $5,130+106.4% | $5,984+76.9% | $3,061+246.0% |
| Admin fee / account holder | -$44 | $106-140.9% | $8,357-100.5% | $95-146.0% |