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 LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $15,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,384 |
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 | $245,925 | $155,795+57.9% | $136,294+80.4% | $69,631+253.2% |
| Participation rate | 98.4% | 75.2%+23.1pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 19.43% | 232464.33%-232444.9pp | 5155.94%-5136.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $5,050 | $2,991+68.9% | $4,695+7.6% | $2,032+148.5% |
| Participant deferral / active EE | $10,747 | $5,394+99.3% | $6,247+72.0% | $3,224+233.4% |
| Admin fee / account holder | -$43 | $128-133.6% | $9,243-100.5% | $110-139.0% |