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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $23,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,756 | $98,780+8.1% | $60,874+75.4% | $77,904+37.0% |
| Participation rate | 96.8% | 76.7%+20.1pp | 73.1%+23.6pp | 73.7%+23.1pp |
| Annual return | -14.10% | -11.56%-2.5pp | 16.90%-31.0pp | 12.21%-26.3pp |
| Employer contribution / active EE | $4,849 | $3,605+34.5% | $2,701+79.5% | $2,848+70.3% |
| Participant deferral / active EE | $11,919 | $4,200+183.8% | $3,817+212.3% | $4,806+148.0% |
| Admin fee / account holder | $7 | $89-92.1% | $3,224-99.8% | $133-94.7% |