Filed September 15, 1994
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 |
|---|---|---|
KELLEY DRYE & WARREN LLP1 year Service code 10 · EIN 13-5335107 | Accounting | $142,440 |
ASPIRE FINANCIAL SERVICES3 years Filed as: ASPIRE ADVISORS LLC Service code 28 · EIN 27-0362926 | Investment Management | $50,000 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,600 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $2,447 |
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 | $74,342 | $56,095+32.5% | $178,490-58.3% | $90,288-17.7% |
| Participation rate | 85.4% | 65.6%+19.8pp | 81.9%+3.4pp | 73.4%+12.0pp |
| Annual return | 12.14% | 28.81%-16.7pp | 151.07%-138.9pp | 53.97%-41.8pp |
| Employer contribution / active EE | $207 | $1,572-86.8% | $5,011-95.9% | $2,524-91.8% |
| Participant deferral / active EE | $4,746 | $2,669+77.8% | $5,202-8.8% | $4,232+12.1% |
| Admin fee / account holder | $65 | $101-35.6% | $13,984-99.5% | $114-43.2% |