Filed September 24, 1985
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 |
|---|---|---|
RSM US LLP2 years Service code 10 · EIN 42-0714325 5155 PAYSHERE CIRCLE · CHICAGO, IL 606740001 | Accounting | $9,765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,208 | $63,745-18.1% | $98,442-47.0% | $79,386-34.2% |
| Participation rate | 98.6% | 69.9%+28.8pp | 73.3%+25.3pp | 70.7%+27.9pp |
| Annual return | 18.20% | 625.80%-607.6pp | 1492.73%-1474.5pp | 116.85%-98.6pp |
| Employer contribution / active EE | $5,541 | $2,557+116.7% | $2,960+87.2% | $2,427+128.3% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $25 | $516-95.2% | $5,949-99.6% | $626-96.1% |