Filed December 20, 2000
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $28,614 |
SATTY LEVINE & CIACCO CPAS PC1 year Filed as: SATTY, LEVINE & CIACCO, CPAS P.C. Service code 10 · EIN 11-2370855 | Accounting | $18,375 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $184,481 | $80,005+130.6% | $140,016+31.8% | $55,725+231.1% |
| Participation rate | 49.3% | 87.0%-37.7pp | 87.5%-38.2pp | 70.9%-21.6pp |
| Annual return | -5.59% | 0.46%-6.0pp | 651.12%-656.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $512 | $3,403-85.0% | $5,606-90.9% | $2,078-75.4% |
| Participant deferral / active EE | $5,001 | $5,264-5.0% | $6,927-27.8% | $3,356+49.0% |
| Admin fee / account holder | $226 | $116+95.3% | $10,705-97.9% | $115+96.1% |