Filed September 30, 2002 (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 |
|---|---|---|
O'CONNOR DAVIES, LLP11+ years Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 105281648 | Accounting | $28,488 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS Service code 70 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Consulting Fees | $20,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,642 | $115,444+62.5% | $65,493+186.5% | $102,872+82.4% |
| Participation rate | 94.7% | 71.2%+23.6pp | 73.1%+21.6pp | 73.0%+21.7pp |
| Annual return | 18.86% | 15.94%+2.9pp | 982.45%-963.6pp | 19.06%-0.2pp |
| Employer contribution / active EE | $6,961 | $3,409+104.2% | $2,574+170.4% | $3,526+97.4% |
| Participant deferral / active EE | $13,015 | $4,118+216.0% | $3,961+228.6% | $5,535+135.1% |
| Admin fee / account holder | $16 | $123-87.1% | $5,028-99.7% | $292-94.6% |