Filed July 18, 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 |
|---|---|---|
LANDAU ARNOLD LAUFER LLP1 year Filed as: LAUFER, LLP Service code 10 · EIN 11-2512603 | Accounting | $13,975 |
Filed as: ALLIANT INSURANCE SERVICES Service code 15 · EIN 33-0785436 | Recordkeeping | $2,680 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA FINANCIAL GROUP Service code 22 · EIN 30-0588666 | Insurance Broker | $2,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $86,653 | $75,419+14.9% | $392,568-77.9% | $67,579+28.2% |
| Participation rate | 16.4% | 74.8%-58.4pp | 78.1%-61.6pp | 71.3%-54.8pp |
| Annual return | 22.39% | 36.70%-14.3pp | 24.42%-2.0pp | 378.56%-356.2pp |
| Employer contribution / active EE | $347 | $2,636-86.8% | $3,783-90.8% | $2,148-83.8% |
| Participant deferral / active EE | $733 | $4,347-83.1% | $5,985-87.7% | $3,539-79.3% |
| Admin fee / account holder | $32 | $114-72.0% | $6,260-99.5% | $142-77.6% |